Jason Alexander Frede

Employer firm

Haslet Advisors, LLC CRD 166034

$17.9M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2000 → 01/2020
  Tacony Investment Partnership, L.P.
  Lawrenceville, NJ
• 12/2012 → Present
  Haslet Advisors, Llc
  Los Angeles, CA

Previous Registrations

• 2008-11-10 → 2010-12-31
  Haslet Advisors, Llc
  Lawrenceville, NJ

Other Businesses

TACONY INVESTMENT PARTNERSHIP, L.P.; INVESTMENT-RELATED; 100 OVERLOOK CTR., 2ND FLOOR PRINCETON NJ 08540; INVESTMENT PARTNERSHIP; MANAGING MEMBER; 12/31/2000; 10 HOURS PER MONTH; LESS THAN 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS; ASSISTS IN COMPLETING AN ANNUAL INDEPENDENT AUDIT AND PROVIDES ACCOUNTING/VALUATION AND INVESTOR SUPPORT. TRUMBMULL ADVISORS, LLC; INVESTMENT-RELATED; 100 OVERLOOK CTR. 2ND FLOOR, PRINCETON NJ 08540; TRUMBULL ADVISORS IS THE ADMINISTRATIVE ENTITY WHOSE PURPOSE IS TO ASSIST IN BACK OFFICE AND GENERAL OPERATIONS OF TACONY INVESTMENT PARTNERSHIP, LP; MANAGING MEMBER; MANAGING MEMBER; 12/31/2000; 10 HOURS PER MONTH (via TACONY INVESTMENT PARTNERSHIP SINCE TRUMBULL ADVISORS IS A PASS-THROUGH ENTITY); LESS THAN 2 HOURS PER MONTH DURING SECURITIES TRADING HOURS (via TACONY INVESTMENT PARTNERSHIP SINCE TRUMBULL ADVISORS IS A PASS-THROUGH ENTITY); TRUMBULL IS THE GENERAL PARTNER OF TACONY INVESTMENT PARTNERSHIP, LP; NO DUTIES FOR TRUMBULL ADVISORS, LLC

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-11-03
• S66 Uniform Combined State Law Examination
  1999-03-18

Designations

• Certified Financial Planner