Jason Fagan
Investment adviser representative at Sowell Management
17 yearsExperience
1 stateRegistered in
$4.8BFirm assets
21 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
Experience
17 years in the industry.
- Sowell ManagementAug 2026 to now
- Cambridge Investment Research Advisors, Inc.Jun 2023 to Aug 2026
- Cambridge Investment Research, Inc.Sep 2019 to Aug 2026
- The On Equity Sales CompanyApr 2011 to Sep 2019
- Ohio National Financial ServicesOct 2010 to Sep 2019
- Chesser FinancialJan 2009 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Sowell Management
Legal name: Sowell Financial Services, LLC
$4.8BAssets managed
6,624Clients
102Advisers
21 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
- 5890405
- Firm CRD
- 127145