Jason
Tilchen

Wellington Shields & Co., LLC

CRD#5930442
Investment Advisor
in New York, NY
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About this Advisor

Jason Tilchen is a chartered financial analyst who works in New York, New York, who has 10 years of financial industry experience. Tilchen is on the advisory team at Wellington Shields & Co., LLC. During their career, the advisor has held roles at Wellington Shields & Co, Axiom Investors and Indiana University. Tilchen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey. Wellington Shields & Co., LLC is a registered investment business that has its headquarters in New York, New York. The company has offices in two locations and a total of 20 financial advisors. It controls $255 million in assets among its 187 accounts, placing it among the mid-sized firms in the United States by assets under management. Of its 187 customer accounts, 32% are held by high-net-worth individuals who have more than $1 million in assets available to invest. Wellington Shields & Co., Llc provides portfolio management for individuals and small businesses. Fees charged by financial advisors vary depending on the type of services. However, fees billed by Wellington Shields & Co., LLC likely include any blend of asset-based, fixed and commission-based fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Disclosures

No

Office Location

140 Broadway Suite 4400
New York, NY 10005

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Wellington Shields & Co., LLC Brokerage Details

Total Assets Under Management

$258,372,152

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

21

NY Average: 88
Total Number of Accounts

213

NY Average: 3,892
Average Account Size

$1,213,015

NY Average: $1,917,921

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Jason Tilchen Work History

Jason has 10 years of experience.

2017 - Present (2 years)

Wellington Shields & Co

2014 - 2017 (3 years)

Axiom Investors

2013 - 2014 (1 year)

Axiom Investors

2008 - 2012 (4 years)

Indiana University

Disclosures

Jason Tilchen has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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