Jason Tate Financial Consulting, LLC

Overview

Jason Tate Financial Consulting, LLC is a small, independent registered investment adviser serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm charges a combination of percentage-of-assets, hourly and fixed fees and operates as a single-office practice under individual ownership by Jason Tate. Investment posture is equity‑centric: the advisory book is heavily allocated to exchange‑traded securities rather than a diversified sleeve of fixed income or private market holdings. The firm does not position itself as an ESG investor and is not set up as a multi‑state adviser or a capital allocator to external private managers. Advisory services focus on financial planning and tailored portfolio management for individuals and small businesses. The firm also lists an industry affiliation with an insurance company, which suggests insurance products or planning may be part of its client offerings or referral network.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices