Wellington Shields & Co., LLC
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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
Years of Experience
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Wellington Shields & Co., LLC Brokerage Details
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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.
Wellington Shields & Co
Jason Tilchen has no disclosures.
Please visit their SEC profile for more details.