Jason
Alicea

Farther

CRD#2793107
Investment Advisor
in Bronx, NY

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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

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Bronx, NY

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Farther Brokerage Details

Total Assets Under Management

$2,181,821,779

NY Average: $7,578,581,321
Total Number of Employees

154

NY Average: 43
Total Number of Accounts

5,112

NY Average: 3,727
Average Account Size

$426,804

NY Average: $2,033,427

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

2022 - Present (3 years)

Farther Finance Advisors, LLC

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2022 (3 years)

Bank Of America, N.A

2018 - 2018 (< 1 year)

Hycroft Advisors

2018 - 2019 (1 year)

13D Asset Management

2017 - 2018 (1 year)

Infinity Q Mgmt

2011 - 2017 (6 years)

Tocqueville Asset Management

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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

Tyson Lokke
San Francisco, CA
Darren Ting
San Francisco, CA
Jonathan Fauver
San Francisco, CA
Michael Desantis
San Francisco, CA
Robert Kelly
San Francisco, CA
Matthew Giller
Wilton, CT
Christine Thibodeaux
San Rafael, CA
Herbert Kyles
Framingham, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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