Jason
Alicea
Farther
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About this Advisor
Jason Alicea is a financial advisor based in Bronx, New York, working with Farther. Jason has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Farther Finance Advisors, LLC, Bank Of America, N.A, Tocqueville Asset Management, Infinity Q Mgmt, Hycroft Advisors, and 13D Asset Management. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Texas. Currently, Jason is part of Farther, which operates out of Bronx, New York. The firm has 25 offices and 154 employees. The firm manages assets totaling $2.2 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and publication of newsletters. The fee structure at Farther includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Farther Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$2,181,821,779
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
154
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
5,112
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$426,804
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
Jason Alicea Work History
Farther Finance Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Inc
Bank Of America, N.A
Hycroft Advisors
13D Asset Management
Infinity Q Mgmt
Tocqueville Asset Management
Disclosures
Please visit the SEC profile of Jason Alicea 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 Farther
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
Wilton, CT
San Rafael, CA
Framingham, MA
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