Jason Oconner Gantt
Investment adviser representative at Confluence Investment Management LLC
21 yearsExperience
1 stateRegistered in
$6.7BFirm assets
18 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
21 years in the industry.
- Confluence Investment Management LLCMar 2017 to now
- Capstone Asset Management CompanyJan 2006 to Feb 2017
- Capstone Asset Planning CompanyDec 2005 to Feb 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CT).
Confluence Investment Management LLC
$6.7BAssets managed
14,862Clients
8Advisers
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
- 3167869
- Firm CRD
- 146019