Advisor at Guardian Asset Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Guardian Asset Advisors, LLC
Location
Mechanicsburg, PA
Credentials
Series 63, Series 65
Industry experience
27 years
Jason Giordano is a financial advisor with Guardian Asset Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Guardian Asset Advisors since 2017 and previously held roles at Securities America Inc. and National Planning Corporation. In addition to his advisory work, Giordano supports CPA clients and business owners through Sentinel Integrated Planning, providing business planning and consulting services aimed at enhancing client service and retention. Guardian Asset Advisors, LLC offers fiduciary investment advisory services to individuals, trusts, estates, and businesses. The firm focuses on individualized portfolio construction and ongoing supervision, utilizing diversified allocations across mutual funds, ETFs, stocks, bonds, and sub-advisor model portfolios, with an emphasis on asset allocation as the primary driver of returns.
Based on Guardian Asset Advisors, LLC
Based on Guardian Asset Advisors, LLC
Up to $15,000 for financial planning and consulting; $750 to $10,000 for Retirement Plan Consulting
$0 - $249,999.99: 2.50% $250,000.00 - $499,999.99: 2.00% $500,000.00 - $749,999.99: 1.65% $750,000.00 - $1,249,999.99: 1.50% $1,250,000.00+: 1.25%
Securities sales commissions and trail fees from mutual funds via affiliated broker-dealer
Up to $350/hour for financial planning and consulting; up to $250/hour for Retirement Plan Consulting
Minimum fee: Minimum fee of $250 for written financial plans Fee-only: Hourly fees up to $350/hour; flat fees up to $15,000 for financial planning and consulting services; Retirement Plan Consulting fees: hourly up to $250/hour, flat fees $750 to $10,000, or up to 1.00% of plan assets
Mechanicsburg, PA
Pennsylvania
OSAIC
2024 - Present (2 years)
Guardian Asset Advisors
2017 - Present (9 years)
Securities America Inc.
2017 - 2024 (7 years)
National Planning Corporation
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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 63, Series 65
Harrisburg, PA
Richards Financial
CFP®, ChFC®
Boiling Springs, PA
Healthy Wealth
CFP®, Series 65
Mechanicsburg, PA
Inclusive Wealth Financial Planning LLC
Series 65
Etters, PA
BrightPath Financial Advisors, LLC
Series 63, Series 65
Harrisburg, PA
Retirement Collaborative LLC
Series 63, Series 65
Harrisburg, PA
William J. Sumski
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