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Jason Clark Kastner

Weatherhelm Capital Management LLC

Osprey, FL

Cambridge, NY

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Current Employers
Weatherhelm Capital Management Llc

5 Washington Street Suite 1, Cambridge, NY 12816 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-24
TX RA APPROVED_RES 2025-06-16
RI RA APPROVED 2024-03-20
NY RA APPROVED 2021-03-25
  • FL RA
    APPROVED
    Since 2026-03-24
  • TX RA
    APPROVED_RES
    Since 2025-06-16
  • RI RA
    APPROVED
    Since 2024-03-20
  • NY RA
    APPROVED
    Since 2021-03-25

Branch Locations

Osprey, FL • United States

5 Washington Street Suite 1, Cambridge, NY 12816 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Weatherhelm Capital Management Llc Cambridge NY 01/2015 Present
Costello, Valente & Gentry, Pc Brattleboro VT 11/2014 12/2021
Weatherhelm Futures, Llc Sheridan WY 10/2022 Present
  • 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
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-02-17
S63 Uniform Securities Agent State Law Examination 1999-11-17
  • 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

View on SEC IAPD

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