Jason Glen Pueschel
Investment adviser representative at Saxony Capital Management, LLC
11 yearsExperience
1 stateRegistered in
$367.9MFirm assets
18 yearsFirm in business
Are you Jason Glen Pueschel? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Saxony Capital Management, LLCMay 2022 to now
- Patrick Capital MarketsJul 2020 to now
- Money Concepts Capital Corp.Sep 2017 to Jul 2020
- ConsultantFeb 2017 to Jul 2017
- Preferred Capital Securities, LLCDec 2015 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2010
State registrations
Registered as an investment adviser representative in 1 state (CT).
Saxony Capital Management, LLC
Legal name: Saxony Capital Management LLC.
$367.9MAssets managed
762Clients
43Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2257351
- Firm CRD
- 122692