Jason
Mullins

Dai Wealth, Inc

CRD#5463088
Investment Advisor
in Atlanta, GA

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About this Advisor

Jason Mullins is a financial advisor working out of Atlanta, Georgia, with 1 year of industry experience. Mullins currently works for Dai Wealth, Inc. Their career trajectory has included roles at Fsc Securities Corporation, Dai Securities, LLC, Dai Wealth, LLC, Scf Investment Advisors, Inc and Scf Securities, Inc. Mullins has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in Arizona, Colorado, Missouri, New Mexico, Oklahoma, Texas and Washington. Dai Wealth, Inc is a firm operating out of Atlanta, GA. The firm has offices in six locations and a total of 23 employees. It handles $108 million in assets between its 796 client accounts, making it one of the mid-sized firms in the United States by assets under management. The firm serves 18 charities and foundations. Of its 796 accounts, just 11% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The advisory firm provides a few services, including portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advisory services usually vary depending on which services the firm provides the client. Fees billed by Dai Wealth, Inc can be comprised of asset-based and hourly fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

2200 Century Pkwy Ne Suite 435
Atlanta, GA 30345

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Dai Wealth, Inc Brokerage Details

Total Assets Under Management

$107,952,574

GA Average: $3,570,121,308
Total Number of Employees

23

GA Average: 58
Total Number of Accounts

796

GA Average: 1,608
Average Account Size

$135,619

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Jason Mullins Work History

Jason has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Dai Securities, LLC

2022 - Present (2 years)

Dai Wealth, LLC

2016 - 2022 (6 years)

Scf Investment Advisors, Inc

2016 - 2022 (6 years)

Scf Securities, Inc

2011 - 2016 (5 years)

Fsc Securities Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Jason Mullins to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dai Wealth, Inc

Candace Brown
Atlanta, GA
Jonathan Creighton
Hingham, MA
Isaac Ortiz
Atlanta, GA
Roy Pfleger
Atlanta, GA
Nicole Roubik
Atlanta, GA
Christine Michaletz
Atlanta, GA
Jason Mullins
Atlanta, GA
Jack Michaletz
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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