Lauren
Jason

Dominion Portfolio Management, Inc

CRD#6171844
Investment Advisor
in Canton, TX

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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

Series 66

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

951 West Dallas Street
Canton, TX 75103

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Dominion Portfolio Management, Inc Brokerage Details

Total Assets Under Management

$153,005,686

TX Average: $3,042,739,679
Total Number of Employees

21

TX Average: 49
Total Number of Accounts

950

TX Average: 2,315
Average Account Size

$161,059

TX Average: $1,314,358

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Lauren Jason Work History

2023 - Present (1 year)

Calton & Associates, Inc

2022 - Present (2 years)

Dominion Portfolio Management, Inc

2013 - Present (11 years)

Hester And Company, Pc

2017 - 2023 (6 years)

Dominion Investor Services, Inc

2017 - 2020 (3 years)

Dominion Portfolio Management, Inc

2016 - 2017 (1 year)

Summit Brokerage Services, Inc

2016 - 2017 (1 year)

Summit Financial Group Inc

2015 - 2016 (1 year)

Vsr Advisory Services

2013 - 2016 (3 years)

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

Bryan Clemmons
Athens, TX
Reynaldo Batista
Montgomery, TX
Lauren Jason
Canton, TX
Charles Maraggia
Carthage, TX
Doug Graumann
Wenatchee, WA
Joy Lawrence
Marble Falls, TX
Michael Bradford
Houston, TX
Joseph St George
Kansas City, MO

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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