Jason
Pan
Mason Investment Advisory Services Inc
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About this Advisor
Jason Pan is a certified financial planner working out of Reston, Virginia, with a total of 1 year of industry experience. Pan is an employee of Mason Investment Advisory Services Inc. Pan has gained experience at University Of Rochester, M&T Securities, M&T Bank, Sanders Morris Harris Inc, Edelman Financial Services LLC, Ef Legacy Securities, LLC, Sullivan, Bruytette, Speros & Blayney LLC, Edelman Financial, Facet Wealth and The Mather Group, LLC. Pan maintains Series 65, Series 63 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to operate in Virginia. Mason Investment Advisory Services Inc is a financial advisory company operating out of Reston, VA. The firm has a total of 78 advisors. It controls $10 billion in total assets among its 827 accounts, making it one of the largest financial advisory firms in the country by assets under management. The firm advises 62 charities and foundations. Of its 827 accounts, 64% are associated with high-net-worth investors who have greater than $1 million in assets. The business offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial management largely depend on the type of services. Fee types charged by Mason Investment Advisory Services Inc most likely are comprised of any combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mason Investment Advisory Services Inc Brokerage Details
$10,094,475,873
78
827
$12,206,138
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Jason Pan Work History
Jason has been registered as a financial advisor for 1 years.*
The Mather Group, LLC
Facet Wealth
Sullivan, Bruytette, Speros & Blayney LLC
Ef Legacy Securities, LLC
Edelman Financial Services LLC
Sanders Morris Harris Inc
Edelman Financial
M&T Securities
M&T Bank
University Of Rochester
University Of Rochester
*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 Pan 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 Mason Investment Advisory Services Inc
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
Reston, VA
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
