Jason Nicholas Walsh
Investment adviser representative at Cresap, Inc.
27 yearsExperience
1 stateRegistered in
$339MFirm assets
12 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 assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
27 years in the industry.
- Cresap, Inc.Feb 2000 to now
- Rutherford, Brown & Catherwood, Inc.Mar 1999 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (PA).
Cresap, Inc.
$339MAssets managed
604Clients
5Advisers
12 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
- 2979271
- Firm CRD
- 25899