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Jason Keith Macgregor

Minichmacgregor Wealth Management, LLC

Saratoga Springs, NY

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Current Employers
Minichmacgregor Wealth Management, Llc

21 Congress Street Suite 203, Saratoga Springs, NY 12866 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-05-09
TX RA APPROVED_RES 2014-02-05
  • NY RA
    APPROVED
    Since 2021-05-09
  • TX RA
    APPROVED_RES
    Since 2014-02-05

Branch Locations

21 Congress Street Suite 203, Saratoga Springs, NY 12866 • 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
Minich Macgregor Wealth Management Saratoga Springs NY 09/2009 Present
Purshe Kaplan Sterling Investments Albany NY 09/2009 11/2022
  • 09/2009 → Present
    Minich Macgregor Wealth Management
    Saratoga Springs, NY
  • 09/2009 → 11/2022
    Purshe Kaplan Sterling Investments
    Albany, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1994-11-05
S63 Uniform Securities Agent State Law Examination 1993-10-02
  • S65 Uniform Investment Adviser Law Examination
    1994-11-05
  • S63 Uniform Securities Agent State Law Examination
    1993-10-02
Other Names
  • Jason Macgregor

View on SEC IAPD

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BONNIE MARIE BOYCE
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ALAN JAY BOGATCH
JESSICA SUZANNE NILES
STEPHEN EDWARD KRAKOWER

Other Offices

SARATOGA INVESTMENT SOLUTIONS INC. · SARATOGA SPRINGS, NY
COMMONWEALTH FINANCIAL NETWORK · Saratoga Springs, NY
JANNEY MONTGOMERY SCOTT LLC · SARATOGA SPRINGS, NY
CONTINUUM WEALTH ADVISORS, LLC · SARATOGA SPRINGS, NY
STERLING MANOR FINANCIAL, LLC · SARATOGA SPRINGS, NY
NYE STREET PARTNERS LLC · SARATOGA SPRINGS, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SARATOGA SPRINGS, NY
LPL FINANCIAL LLC · SARATOGA SPRINGS, NY

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