Jason Shannon
Investment adviser representative at Hazard & Siegel Advisory Services LLC
17 yearsExperience
1 stateRegistered in
$449.8MFirm assets
16 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
17 years in the industry.
- Hazard & Siegel Advisory Services LLCAug 2026 to now
- Crown Risk ManagementAug 2026 to now
- Hazard & Siegel IncAug 2026 to now
- MML Investors Services, LLCJan 2020 to Jun 2026
- Mass Mutual Life Insurance CompanyOct 2019 to Jun 2026
- Aldi, IncDec 2009 to Sep 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
Hazard & Siegel Advisory Services LLC
$449.8MAssets managed
150Clients
27Advisers
16 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
- 7216451
- Firm CRD
- 151462