Jason
Kastner
Weatherhelm Capital Management LLC
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About this Advisor
Jason Kastner is a financial advisor based in Cambridge, New York, working with Weatherhelm Capital Management LLC. Jason has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Weatherhelm Capital Management LLC, Costello, Valente & Gentry, Pc, and Weatherhelm Futures, LLC. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York and Rhode Island. Currently, Jason is part of Weatherhelm Capital Management LLC, which operates out of Cambridge, New York. The firm has 2 offices and 2 employees. The firm manages assets totaling $68.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Weatherhelm Capital Management LLC includes asset-based, hourly, and performance-based fees.
Certifications and Registrations
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Fee Structure
Office Location
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Weatherhelm Capital Management LLC Brokerage Details
$67,983,888
2
197
$345,096
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jason Kastner Work History
Weatherhelm Futures, LLC
Weatherhelm Capital Management LLC
Costello, Valente & Gentry, Pc
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Jason Kastner 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 Weatherhelm Capital Management LLC
Cambridge, NY
Scottsdale, AZ
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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