Jason Douglas Konskier
Investment adviser representative at Nfsg Corporation
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Nfsg CorporationApr 2026 to now
- Realta Equities, Inc.Nov 2021 to Mar 2026
- Realta Investment Advisors, Inc.Nov 2021 to Mar 2026
- Wells Fargo Clearing Services, LLCSep 2020 to Nov 2021
- Bank of America, N.A.Apr 2013 to Sep 2020
- Merrill Lynch, Pierce, Fenner and Smith IncorporatedNov 2012 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (NY).
Nfsg Corporation
$1.1BAssets managed
3,096Clients
75Advisers
18 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
- 6140951
- Firm CRD
- 130814