Jason Landers

Firm Start Year

• 2015

No. of Employees

• 50-99

Registered Representative

• Yes

Investment Advisor Representative

• Yes

Acknowledged fiduciary

• Yes

Certifications, Accreditations & Designations

• CFP^®

Securities Licenses

• Series 7, Series 66

Insurance and Annuity Licenses

• Variable Life, Annuity, Health, Variable Annuity, Long Term Care

Advisor's Number of Clients

• 165

Advisor's Number of Managed Clients

• 165

Advisor's Number of Planning Clients

• 148

Assets Managed by Advisor

• $216,000,000

Fee Structure

• Fee-Based

Minimum Portfolio Size for New Managed Accounts

• $500,000

Fee % Based on Assets

• See Below

Additional Details on Charges

• Fee Schedule 1.30% on the first $1,000,000 of market value 1.05% on the amount from $1,000,000.01 to and including $2,000,000 0.80% on the amount from $2,000,000.01 to and including $5,000,000 0.65% on the amount from $5,000,000.01 to and including $10,000,000 0.45% on the amount from $10,000,000.01 to and including $25,000,000 0.05% on the amount from $25,000,000.01 to and including $100,000,000