Jason Pinkham
Advisor at Sonder Partners
Updated today
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
Sonder Partners
Location
Kennebunkport, ME
Credentials
Series 65, Series 66
Industry experience
7 years
About
Jason Pinkham is a financial advisor with Sonder Partners in Kennebunkport, ME, holding Series 65 and Series 66 licenses and seven years of industry experience. He previously worked at Dynasty Financial Partners for eleven years before joining Sonder Partners in 2021. Outside of his advisory role, Pinkham serves as a strategic advisor and investor for AndSimpleApS, a family office networking and consulting business. Sonder Partners primarily serves individual and high-net-worth clients by referring them to a select group of unaffiliated advisory firms for ongoing management. The firm maintains a referral-first model and provides discretionary portfolio management on a limited, legacy basis while conducting diligence to match clients with third-party managers.
Client services
Based on Sonder Partners
Portfolio management
Selection of other advisers
We work with families to understand their needs and match them with other ria's.
We work with families to understand their needs and match them with other ria's.
Fee options
Flat fee for portfolio management services, negotiated and assessed quarterly in advance
Minimum fee: Flat fee not to exceed 1.00% annually, negotiated based on portfolio size and services Fee-only: Flat fee for portfolio management services, negotiated and assessed quarterly in advance
Location
Kennebunkport, ME
Most active in
Jason P has reported serving >5 clients in these states in the last 12 months.
Connecticut · Maine
Work history
Sonder Partners
2021 - Present (5 years)
Dynasty Financial Partners
2020 - 2021 (1 year)
Dynasty Financial Partners
2010 - 2020 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Matthew D
Series 66
North Berwick, ME
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Zachary R
Series 63, Series 65
York, ME
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Jennifer A
Series 63, Series 65
Kennebunk, ME
Atlantic Coast Financial
Warren B
ChFC®, Series 63
Wells, ME
Salem Advisory Group LLC
Kevin C
CFP®, Series 63
Wells, ME
Salem Advisory Group LLC
Peter B
Series 63, Series 65
Wells, ME
Salem Advisory Group LLC
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