Jason
Schechter

Hartford Funds

CRD#5486278
Investment Advisor
in Wayne, PA

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About this Advisor

Jason Schechter is a financial advisor based in Wayne, Pennsylvania, working with Hartford Funds. Jason has previously held positions at Fidelity Brokerage Services LLC, Merrill Lynch Pierce Fenner & Smith, Hartford Funds Distributors, LLC, and Hartford Funds Management Company, LLC. Jason has passed the Series 66 regulatory exam and is registered to provide services in Pennsylvania. Currently, Jason is part of Hartford Funds, which operates out of Wayne, Pennsylvania. The firm has 384 employees and manages assets totaling $128.8 billion. The services offered by the firm include portfolio management for investment companies, portfolio management for pooled investment vehicles, selection of other advisers, and other services. The fee structure at Hartford Funds includes asset-based and other fees.

Certifications and Registrations

Series 66, Chartered Financial Analyst

Services Offered

Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Others

Office Location

690 Lee Road
Wayne, PA 19087

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Hartford Funds Brokerage Details

Total Assets Under Management

$128,834,812,996

PA Average: $15,833,994,310
Total Number of Employees

384

PA Average: 41
Total Number of Accounts

77

PA Average: 3,342
Average Account Size

$1,673,179,390

PA Average: $4,737,880

Investment Advisory Services

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Selection of other advisers
  • Other

Jason Schechter Work History

2018 - Present (7 years)

Hartford Funds Distributors, LLC

2018 - Present (7 years)

Hartford Funds Management Company, LLC

2014 - 2018 (4 years)

Merrill Lynch Pierce Fenner & Smith

2013 - 2014 (1 year)

Fidelity Brokerage Services LLC

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Disclosures

Please visit the SEC profile of Jason Schechter 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 Hartford Funds

Cindy Luan
Wayne, PA
Colleen Lynch
Wayne, PA
Lori Murphy
Westfield, NJ
Clinton Jones
Wayne, PA
Curtis Hopp
Wayne, PA
Daniel Miller
Wayne, PA
Michael Fedak
Wayne, PA
Richard Kuehn
Edmonds, WA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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