Jason
Kurz

Signature Securities

CRD#4976367
Investment Advisor
in Garden City, NY

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About this Advisor

Jason Kurz is a financial advisor working out of Garden City, New York with a total of 12 years of relevant experience. Kurz works at Signature Securities. They have spent all of their time as a financial advisor at Signature Securities. Kurz has Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Arizona, California, Connecticut, Delaware, Florida, Georgia, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, Texas, Utah, Virginia and West Virginia. Signature Securities is a financial advisory firm headquartered in New York, NY. It has offices in 16 locations and a total of 46 people on staff. It administers $940 million in assets among its 2,026 customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm provides services to five charitable organizations. Of its 2,026 accounts, just 13% are associated with high-net-worth investors who have more than $1 million in assets. The firm has a number of services, such as portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on the services provided. Fees charged by Signature Securities typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

12 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

900 Stewart Avenue, 3Rd Floor
Garden City, NY 11530

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Signature Securities Brokerage Details

Total Assets Under Management

$939,906,760

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

46

NY Average: 88
Total Number of Accounts

2,026

NY Average: 3,892
Average Account Size

$463,922

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Jason Kurz Work History

Jason has been registered as a financial advisor for 12 years.*

2013 - Present (11 years)

Signature Securities Group Corp./Signature Bank

*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 Kurz 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 Signature Securities Group Corp

Jay Slade
Brooklyn, NY
Paul Pedretti
Brooklyn, NY
Eric Barrios
New York, NY
Stephen Farinacci
New York, NY
Jason Kurz
Garden City, NY
Brian Schwartz
New York, NY
Alexander Leon
New York, NY
Michael Santucci
Great Neck, 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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