Jason S Fitz

Employer firm

Commonwealth Financial Network CRD 8032

$213B regulatory AUM 20,450 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2014 → 11/2024
  Lincoln Financial Advisors Corporation
  New York, NY
• 11/2024 → Present
  Commonwealth Financial Network
  Waltham, MA
• 11/2024 → Present
  Laurentide Wealth
  New York, NY

Previous Registrations

• 2014-07-15 → 2024-11-15
  Osaic Fa, Inc.
  Syosset, NY
  New York, NY
• 2010-03-10 → 2014-07-23
  Equitable Advisors, Llc
  New York, NY
• 2008-11-18 → 2009-02-12
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY

Other Businesses

1.Fixed insurance sales; as of 10/01/2024; 5% of time spent during business hours; Conducted at branch location; Investment related. 2. Expert Witness providing financial analysis; Located in Armonk, NY, as of 10/01/2024; 2% of time spent during business hours; Not conducted at branch location; Not investment related.

Exams

• S66 Uniform Combined State Law Examination
  2008-11-13
• S63 Uniform Securities Agent State Law Examination
  2006-11-06

Designations

• Certified Financial Planner

Other Names

• Jason Fitz
• Jason Scott Fitz