Jason
Gross
Lion Street Advisors, LLC
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About this Advisor
Jason Gross is a financial advisor working in Texarkana, Texas with a total of 6 years of relevant experience. Gross is an advisor for Lion Street Advisors, LLC. Throughout their career, Gross has worked at Gross & Williamson, Woodbury Financial Services Inc, Lion Street Advisors and Lion Street Financial. Gross holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Arkansas and Texas. Lion Street Advisors, LLC is a company based out of Austin, TX. The investment advisory business has offices in 27 locations and a total of 146 people on staff. It has $1 billion in assets under management across its 4,709 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 4,709 client accounts, just 8% belong to high-net-worth investors who have greater than $1 million in investable assets. The advisory firm performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually vary depending on which services are offered. Fees billed by Lion Street Advisors, LLC most likely include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$1,401,128,630
146
4,709
$297,543
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
Jason Gross Work History
Jason has been registered as a financial advisor for 6 years.*
Lion Street Advisors
Lion Street Financial
Gross & Williamson
Woodbury Financial Services Inc
*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 Gross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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