Lauren
Jason
Dominion Portfolio Management, Inc
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About this Advisor
Lauren Jason is a financial advisor based in Canton, Texas, working with Dominion Portfolio Management, Inc. Lauren has previously held positions at Vsr Financial Services, Inc, Vsr Advisory Services, Summit Brokerage Services, Inc, Summit Financial Group Inc, Dominion Investor Services, Inc, Dominion Portfolio Management, Inc, Hester And Company, Pc, and Calton & Associates, Inc. Lauren has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Lauren is part of Dominion Portfolio Management, Inc, which operates out of Canton, Texas. The firm has 16 offices and 21 employees. The firm manages assets totaling $153.0 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Dominion Portfolio Management, Inc includes asset-based fees.
Certifications and Registrations
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Office Location
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Dominion Portfolio Management, Inc Brokerage Details
$153,005,686
21
950
$161,059
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Lauren Jason Work History
Calton & Associates, Inc
Dominion Portfolio Management, Inc
Hester And Company, Pc
Dominion Investor Services, Inc
Dominion Portfolio Management, Inc
Summit Brokerage Services, Inc
Summit Financial Group Inc
Vsr Advisory Services
Vsr Financial Services, Inc
Disclosures
Please visit the SEC profile of Lauren Jason 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 Dominion Portfolio Management, Inc
Montgomery, TX
Athens, TX
Canton, TX
Carthage, TX
Wenatchee, WA
Kansas City, MO
Houston, TX
Marble Falls, TX
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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