Jason
Kuroda

Chemistry Wealth Management LLC

CRD#6630519
Investment Advisor
in New York, NY

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About this Advisor

Jason Kuroda is a certified financial planner working in New York, New York with 2 years of industry experience. Kuroda is an advisor for Chemistry Wealth Management LLC. The advisor has gained experience at University Of Hawaii At Manoa, Jas. W. Glover, Ameriprise Financial, Ameriprise Financial Services, LLC and Chemistry Wealth Management LLC. Kuroda maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Chemistry Wealth Management LLC is a financial advisory firm operating out of New York, NY. It has a total of nine employees. It administers $693 million in assets under management across its 1,512 customer accounts, placing it among the larger financial advisory firms in the nation by assets under management. The firm advises eight charities and foundations. Of its 1,512 accounts, 41% are associated with high-net-worth individuals who have greater than $1 million in assets. Chemistry Wealth Management LLC has a set of services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial management largely depend on which service is offered. Fees billed by Chemistry Wealth Management LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

111 Broadway Room 602
New York, NY 10006

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Chemistry Wealth Management LLC Brokerage Details

Total Assets Under Management

$693,234,532

NY Average: $7,464,549,021
Total Number of Employees

9

NY Average: 88
Total Number of Accounts

1,512

NY Average: 3,892
Average Account Size

$458,488

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Jason Kuroda Work History

Jason has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Chemistry Wealth Management LLC

2019 - 2021 (2 years)

Ameriprise Financial Services, LLC

2016 - 2019 (3 years)

Ameriprise Financial

2013 - 2016 (3 years)

University Of Hawaii At Manoa

2012 - 2013 (1 year)

Jas. W. Glover

*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 Kuroda 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 Chemistry Wealth Management LLC

Jason Kuroda
New York, NY
Cheung Chan
New York, NY
Mark Chemtob
New York, NY
Kyle Dandurand
New York, NY

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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