Jason Mccord Nettleton
Investment adviser representative at Cypress Wealth Services, LLC
10 yearsExperience
1 stateRegistered in
$1.3BFirm assets
9 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- M.S. Howells & CoMar 2021 to now
- Cypress Wealth Services, LLCJul 2017 to now
- Purshe Kaplan Sterling Investments, Inc.Sep 2016 to now
- Integrated Wealth Management, Inc.Jul 2016 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cypress Wealth Services, LLC
$1.3BAssets managed
836Clients
14Advisers
9 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
- 4084405
- Firm CRD
- 288992