A complete list of active advisors currently associated with Jason Tate Financial Consulting, LLC

Warmer can help you find a great advisor at Jason Tate Financial Consulting, LLC or one who fits your needs even better.

Jason Tate Financial Consulting, LLC is an independent registered investment adviser that primarily serves individual clients (including non‑high‑net‑worth households) and will occasionally work with high‑net‑worth individuals and small businesses. The firm provides portfolio management and comprehensive financial planning services, and offers a standalone Social Security analysis as part of its planning options. The firm typically constructs portfolios of exchange‑listed equities, mutual funds, ETFs and fixed‑income securities using a mix of fundamental and technical analysis, and it does not employ margin or leveraged products; accounts are monitored daily and clients may elect discretionary or non‑discretionary management. Financial planning work is prepared with MoneyGuidePro, includes an annual review framework, and the firm generally seeks client authorization to have advisory fees deducted directly from custody accounts. What is distinctive is that the firm’s owner is licensed as an independent insurance agent in multiple states and may recommend and sell insurance products for additional commissions, a conflict that the firm discloses and addresses in client discussions. As a solo advisor managing roughly $26.8 million for about 125 clients, the firm recommends Charles Schwab as its primary custodian and does not offer wrap programs or charge performance‑based fees.

To learn more about the advisors currently working at Jason Tate Financial Consulting, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.