Jason Michael Tkach
Investment adviser representative at Kendall Capital Management
12 yearsExperience
1 stateRegistered in
CFADesignation
$743.9MFirm 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 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
12 years in the industry.
- Kendall Capital ManagementDec 2014 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 1 state (MD).
Kendall Capital Management
$743.9MAssets managed
352Clients
7Advisers
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
- 6432614
- Firm CRD
- 134740