Jason
Giordano
Guardian Asset Advisors, LLC
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About this Advisor
Jason Giordano is a financial advisor operating in Mechanicsburg, Pennsylvania with 6 years of industry experience. Giordano works at Guardian Asset Advisors, LLC. During their career, Giordano has held roles at Securities America Inc, Guardian Asset Advisors and National Planning Corporation. Giordano maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Guardian Asset Advisors, LLC is a firm that has its headquarters in Mechanicsburg, PA. The firm has offices in four locations and a total of seven financial advisors. It handles $164 million in assets under management across its 1,143 client accounts, placing it among the mid-sized firms in the nation by assets under management. The firm serves three charities and foundations. Of its 1,143 client accounts, just 6% are associated with high-net-worth investors who have greater than $1 million in assets available to invest. The firm offers a diverse set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors are based on the services provided. However, fee types charged by Guardian Asset Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Guardian Asset Advisors, LLC Brokerage Details
$163,862,011
7
1,143
$143,361
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jason Giordano Work History
Jason has been registered as a financial advisor for 6 years.*
Securities America Inc
Guardian Asset Advisors
National Planning Corporation
*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 Giordano 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 Guardian Asset Advisors, LLC
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Mechanicsburg, PA
Reading, PA
Mechanicsburg, PA
Mechanicsburg, PA
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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