Jason Keith Macgregor
Investment adviser representative at Minichmacgregor Wealth Management, LLC
17 yearsExperience
2 statesRegistered in
$722.9MFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
17 years in the industry.
- Minichmacgregor Wealth Management, LLCFeb 2014 to now
- Minich Macgregor Wealth ManagementSep 2009 to now
- Purshe Kaplan Sterling InvestmentsSep 2009 to Nov 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Minichmacgregor Wealth Management, LLC
$722.9MAssets managed
928Clients
8Advisers
17 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
- 2396461
- Firm CRD
- 151237