Skip to content

Jason Robert Schechter

Investment adviser representative at Hartford Funds
12 yearsExperience
1 stateRegistered in
CFADesignation
$152.1BFirm assets

Are you Jason Robert Schechter? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

12 years in the industry.

  1. Hartford FundsMar 2018 to now
  2. Hartford Funds Distributors, LLCMar 2018 to now
  3. Hartford Funds Management Company, LLCMar 2018 to now
  4. Merrill Lynch Pierce Fenner & SmithDec 2014 to Mar 2018

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2008

State registrations

Registered as an investment adviser representative in 1 state (PA).

Hartford Funds

Legal name: Hartford Funds Management Company, LLC

$152.1BAssets managed
75Clients
48Advisers
13 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
5486278
Firm CRD
147746
Advisor's SEC record (opens in a new tab)
CallContact this firm