Jason Irwin
Investment adviser representative at ST. Germain Investment Management
12 yearsExperience
1 stateRegistered in
$3.8BFirm assets
49 yearsFirm in business
Are you Jason Irwin? Claim your profile
Contact this firm
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.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- ST. Germain Investment ManagementMay 2025 to now
- Equitable Advisors, LLCJun 2023 to now
- Nylife Securities LLCOct 2022 to Jun 2023
- New York LifeJan 2021 to Jun 2023
- UnemployedSep 2020 to Dec 2020
- Sp ImagesOct 2014 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NH).
ST. Germain Investment Management
Legal name: ST. Germain Investment Management, Inc.
$3.8BAssets managed
6,722Clients
29Advisers
49 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
- 7320150
- Firm CRD
- 155186