Jason Clark Kastner

Employer firm

Weatherhelm Capital Management LLC CRD 175019

$90.6M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2015 → Present
  Weatherhelm Capital Management Llc
  Cambridge, NY
• 11/2014 → 12/2021
  Costello, Valente & Gentry, Pc
  Brattleboro, VT
• 10/2022 → Present
  Weatherhelm Futures, Llc
  Sheridan, WY

Previous Registrations

• 2011-03-09 → 2015-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Manchester Center, VT
  Brattleboro, VT
  West Dover, VT
  Williamsville, VT

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-17
• S63 Uniform Securities Agent State Law Examination
  1999-11-17

Other Names

• Jason C Kastner
• Jason Clark Kastner
• Jason Clark Kastner
• J Clark Kastner
• Jason C Kastner
• J C Kastner