Advisor at The Wealth Consulting Group
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
The Wealth Consulting Group
Location
Cobbs Creek, VA
Credentials
CFP®, Series 65
Industry experience
5 years
$0 - $250,000: Negotiable, varies by advisor and client $250,000 - $500,000: Negotiable, varies by advisor and client $500,000+: Negotiable, varies by advisor and client
Possible commissions and 12b-1 fees related to variable annuities and securities sales by advisor if also a registered representative.
Hourly consulting fees for financial planning and consulting services; rates are negotiable and detailed in client agreement.
Subscription-based financial planning services available; fees are flexible and detailed in Item 5.
Account minimum: $1,000 (lowest stated minimum for advisory program enrollment) Fee-only: Advisory fees based on percentage of assets under management, negotiated by advisor and client, up to 2.0% annually maximum. Fees vary by program and client.
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2024 - Present (2 years)
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2020 - 2024 (4 years)
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2018 - 2020 (2 years)
Abaco Systems, Inc.
2016 - 2018 (2 years)
S&P Global Market Intelligence
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Urbanna, VA
Merrill
Jason Rowe is a Wealth Management Advisor with Merrill Lynch Wealth Management, where he has been employed since 1996. He holds a Bachelor of Science degree in Business Management from Christopher Newport University and serves as a Senior Portfolio Manager. In this role, Jason manages customized discretionary investment portfolios, utilizing his own Personalized or Defined Strategies that may include individual stocks and bonds, Merrill model portfolios, and third-party investment strategies. Jason specializes in creating investment strategies focused on tax minimization, long-term growth, asset preservation, and wealth transfer. His client focus areas include family wealth management strategies, legacy planning, and personal retirement planning. He works to align portfolios with clients' financial objectives through tailored design and implementation. Additionally, Jason holds the Professional Investment Advisor (PIA) designation. Outside of his professional responsibilities, Jason has served on the boards of the Middlesex Family YMCA and the Cedar Point Property Owners Association. His personal interests include baseball, basketball, boating, cooking, genealogy, horseback riding, photography, softball, and traveling.
Series 66
Hayes, VA
Edward Jones
Series 66
Gloucester, VA
Edward Jones
Series 66
Gloucester, VA
Edward Jones
CFP®
White Stone, VA
MWA Investments, LLC
Series 63, Series 66
Port Haywood, VA
Prosperity Wealth Management
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