Jason
Eaton
Cuso Financial Services, L.P
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About this Advisor
Jason Eaton is a financial advisor operating out of Williston, Vermont. Eaton is an employee of Cuso Financial Services, L.P. Eaton has gained experience at Edward Jones, True Blue Inc, Industrial Staffing Services Inc, Mcintosh Box & Pallet, Community Options, Inc, Greyrock Farm Csa LLC, Empire Farmstead Brewery, J&R Lawn And Landscapes, Pompey Hollow Design Works, Tk Builders, Landscapes East, Inc, Onsite Companies, Td Ameritrade, Cuso Financial Services, Lp, Noodle Inc and Kroka Expeditions. Eaton maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can advise clients in Vermont. Cuso Financial Services, L.P is a company headquartered in San Diego, CA. The firm has offices in 977 locations and a total of 803 financial advisors. It administers $4 billion in assets among its 25,992 client accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 13 charitable organizations. Of its 25,992 customer accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The firm offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees typically are based on which service is provided. However, fees charged by Cuso Financial Services, L.P can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cuso Financial Services, L.P Brokerage Details
$4,082,797,608
803
25,992
$157,079
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Jason Eaton Work History
Jason has been registered as a financial advisor for 0 years.*
Cuso Financial Services, Lp
Kroka Expeditions
Noodle Inc
Td Ameritrade
Edward Jones
True Blue Inc
Pompey Hollow Design Works
Tk Builders
Landscapes East, Inc
Onsite Companies
Empire Farmstead Brewery
J&R Lawn And Landscapes
Community Options, Inc
Greyrock Farm Csa LLC
Industrial Staffing Services Inc
Mcintosh Box & Pallet
*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 Eaton 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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The content in this profile was updated by SmartAsset on 4/16/2023. 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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