Jason Kormes
Investment adviser representative at Quint Investments and Insurance
22 yearsExperience
1 stateRegistered in
$110.4MFirm assets
6 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
- Pension consulting
Experience
22 years in the industry.
- Quint Investments and InsuranceNov 2025 to now
- Quint Investments and Insurance ServicesNov 2025 to now
- Scavone Insurance Agency CenterOct 2024 to now
- Mass Mutual Life Insurance CompanyJan 2021 to now
- MML Investors Services, LLCJan 2021 to now
- Barnum Financial GroupJan 2021 to Feb 2022
- The Prudential Insurance Company of AmericaMar 2019 to Jan 2021
- Prudential AdvisorsJan 2019 to Jan 2021
- Pruco Securities, LLCSep 2018 to Jan 2021
- Residential Home FundingAug 2017 to Jan 2019
- Limited Unlimited JewelersJul 2004 to Jul 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NY).
Quint Investments and Insurance
Legal name: Quint Wealth Management, Inc.
$110.4MAssets managed
412Clients
8Advisers
6 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
- 7022147
- Firm CRD
- 168463