Advisor at Capitol Securities Management, Inc.
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Firm
Capitol Securities Management, Inc.
Location
Wilmington, NC 28403
Credentials
Series 63, Series 65
Industry experience
26 years
Jason Ferree is a financial advisor with Capitol Securities Management, Inc. in Wilmington, NC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Wells Fargo Advisors LLC for 11 years before joining Capitol Securities Management in 2022. Outside of his advisory role, he owns Bridgepath Wealth Financial Advisors, an LLC used for tax reporting purposes. Capitol Securities Management serves individual, corporate, charitable, trustee, and plan sponsor clients by providing brokerage and investment advisory services, comprehensive financial planning, and pension consulting. The firm manages assets through various programs including separately managed accounts, wrap fee programs, and third-party money managers.
Based on Capitol Securities Management, Inc.
Based on Capitol Securities Management, Inc.
Fixed fees for single, one-time financial plans (amount depends on scope and expertise); pension consulting fees may be flat fees typically ranging from $1,000 to $125,000 per year; Portfolio Analysis and Review (PAR) fee is a one-time charge between 0.00% and 0.75%.
Commission-based variable annuities and brokerage services are offered through affiliated broker-dealer Capitol Securities Management, Inc.
Financial planning hourly fees generally range from $150 to $500 per hour; consulting fees generally range from $150 to $500 per hour
1900 Eastwood Road, Unit 5
Wilmington, NC 28403
North Carolina · Texas
Capitol Securities Management, Inc.
2022 - Present (4 years)
Wells Fargo Advisors Llc
2011 - 2022 (11 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
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