Jason
Ardito
Cary Street Partners
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About this Advisor
Jason Ardito is a financial advisor based out of Johnson City, Tennessee who has 12 years of industry experience. Ardito is currently employed by Cary Street Partners. They have been with Cary Street Partners for their entire career. Ardito holds Series 63 and Series 66 licenses, certifying them as a securities agent, and is able to serve investors in North Carolina, Tennessee, Texas and Virginia. Cary Street Partners is a business that has its headquarters in Richmond, VA. The investment advisory business has offices in 14 locations and a total of 134 financial advisors. It controls $6 billion in assets under management across its 11,387 client accounts, making it one of the biggest investment advisory firms in the nation by assets under management. The firm serves 50 charities and foundations. Of its 11,387 client accounts, 31% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Cary Street Partners performs a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. A financial advisor's fee schedules typically depend on which services are offered. Fee types charged by Cary Street Partners most likely include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cary Street Partners Brokerage Details
$5,512,469,144
134
11,387
$484,102
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Jason Ardito Work History
Jason has been registered as a financial advisor for 12 years.*
Cary Street Partners LLC
*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 Ardito 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 Cary Street Partners
Glen Allen, VA
Roanoke, VA
Arlington, VA
Richmond, VA
Glen Allen, VA
Roanoke, VA
Wytheville, VA
Charlottesville, VA
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