Jason David Dray
Investment adviser representative at Advisors Capital Management, LLC
11 yearsExperience
2 statesRegistered in
$12.2BFirm assets
23 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
- Seminars and workshops
Experience
11 years in the industry.
- Advisors Capital Management, LLCApr 2025 to now
- Empower Advisory Group, LLCMar 2024 to Apr 2025
- PepsicoJun 2023 to Feb 2024
- Fisher InvestmentsNov 2015 to Jun 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Advisors Capital Management, LLC
$12.2BAssets managed
18,140Clients
59Advisers
23 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
- 5083723
- Firm CRD
- 112266