Daniel Jerome Mason
Investment adviser representative at First Mason Financial, LLC
19 yearsExperience
2 statesRegistered in
$185.7MFirm assets
15 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
- Pension consulting
Experience
19 years in the industry.
- First Mason Financial, LLCSep 2007 to now
- Triad Advisors, Inc.Jun 2007 to now
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (OH, TX).
First Mason Financial, LLC
$185.7MAssets managed
383Clients
1Advisers
15 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
- 4430474
- Firm CRD
- 145025