Jason Scott Rein

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

• 07/2006 → Present
  Commonwealth Financial Network
  Waltham, MA
• 07/2006 → Present
  The Rein Group
  Plymouth, MN

Other Businesses

1. Fixed insurance sales, as of 10/87, 75% of time spent during business hours, at branch location, investment related. 2. The Rein Group, LLC - member and co-owner of entity created for securities and insurance business, as of 07/21/2005, 100% of time spent during business hours, at branch location, investment related. 3. Beyond Medicare - offering medicare and health insurance classes and consultation services, as of 06/08/2012, 30% of time spent during business hours, at branch location, not investment related. 4. EducateU LLC, managing partner part owner, as of 04/01/2013, 30% of time spent during business hours, investment related, conducted at branch.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-12-22

Other Names

• Jason S Rein