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Jason K
Series 63, Series 65
Osprey, FL
Weatherhelm Capital Management LLC
Jason Kastner is a financial advisor with Weatherhelm Capital Management LLC in Cambridge, NY, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked at Weatherhelm Capital Management since 2015 and at Weatherhelm Futures, LLC since 2022. Prior to that, he was with Costello, Valente & Gentry, PC for seven years. Weatherhelm Capital Management advises individual and high-net-worth clients on discretionary portfolio management, retirement-plan advisory, and alternative-asset consulting. The firm employs a cash-flow and Investment Policy Statement driven approach, utilizing a variety of equity, fixed income, ETF, and derivative strategies to manage risk and tailor tactical allocations.
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