Jason Mahabirsingh
Investment adviser representative at Momentum Advisors
22 yearsExperience
1 stateRegistered in
$414.7MFirm assets
14 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Momentum AdvisorsFeb 2022 to now
- Self-employedOct 2018 to Jan 2022
- Credit Suisse Securities (canada) Inc.Jan 2013 to Sep 2018
- Credit Suisse First Boston, LLCJul 2004 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Momentum Advisors
Legal name: Momentum Advisors, LLC
$414.7MAssets managed
370Clients
4Advisers
14 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
- 4009379
- Firm CRD
- 159574