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Jason Paul Dye

Greenspring Advisors, LLC

Towson, MD

CRD 4984178

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Employer firm

Greenspring Advisors, LLC CRD 132669

$6.46B regulatory AUM 68 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers
  • INVESTMENT CONSULTING AND EDUCATIONAL SERVICES

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

Current Employers
Greenspring Advisors, Llc

One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2026-03-08
  • MD RA
    APPROVED
    Since 2026-03-08

Branch Locations

One West Pennsylvania Avenue Suite 500, Towson, MD 21204 • 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
Mclean Asset Management Corporation Mclean VA 01/2015 01/2017
Mclean Asset Management Corporation Mclean VA 01/2017 01/2026
Greenspring Advisors, Llc Towson MD 01/2026 Present
  • 01/2015 → 01/2017
    Mclean Asset Management Corporation
    Mclean, VA
  • 01/2017 → 01/2026
    Mclean Asset Management Corporation
    Mclean, VA
  • 01/2026 → Present
    Towson, MD
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-04-08
S66 Uniform Combined State Law Examination 2008-09-26
  • S63 Uniform Securities Agent State Law Examination
    2014-04-08
  • S66 Uniform Combined State Law Examination
    2008-09-26
Designations
  • Certified Financial Planner
Other Names
  • Jason Dye
  • Jason P Dye

View on SEC IAPD

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