Jason Alex Dorfman
Investment adviser representative at Nest Egg
12 yearsExperience
2 statesRegistered in
$131.7MFirm assets
9 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
12 years in the industry.
- Nest Investments Bd LLCMar 2020 to now
- Nest EggFeb 2020 to now
- The Vanguard Group, Inc.Jan 2018 to Feb 2020
- Hand and Stone Franchise CorpAug 2014 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (NJ, PA).
Nest Egg
Legal name: Nest Investments LLC
$131.7MAssets managed
2,832Clients
11Advisers
9 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
- 6895132
- Firm CRD
- 286024