Advisor at Sanctuary Advisors, LLC
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Firm
Sanctuary Advisors, LLC
Location
Galveston, TX 77550
Credentials
Series 66
Industry experience
8 years
Jason Hardcastle is a Series 66 licensed financial advisor with eight years of industry experience, currently affiliated with Sanctuary Advisors, LLC. He has worked at Edward Jones since 2017 and previously held positions at the University of Texas Medical Branch. Outside of his advisory role, Hardcastle serves on several boards in Galveston, including Galveston Urban Ministries as Board President and the Galveston Park Board of Trustees, and he holds passive ownership in a local neighborhood wine and general store, Empouria, LLC. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and charitable organizations. The firm offers customized investment programs through various account types and utilizes a network of sub-advisors and third-party platforms to implement distinct investment strategies.
Based on Sanctuary Advisors, LLC
Based on Sanctuary Advisors, LLC
Fixed fees for financial planning services negotiated individually
$10,000 - $49,999: Up to 2.75% $50,000 - $99,999: Up to 2.75% $100,000 - $249,999: Up to 2.75% $250,000+: Up to 2.75%
Hourly fees for financial planning services negotiated individually
2415 Market Street
Galveston, TX 77550
Texas
Edward Jones
2017 - Present (9 years)
University of Texas Medical Branch
2010 - 2017 (7 years)
HH Design House
2007 - Present (19 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
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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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CFA®, Series 63, Series 65
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Redfish Capital
Series 63, Series 65
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Series 66
Galveston, TX
Edward Jones
Series 66
San Leon, TX
Cetera
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