Jason Paul Hergenreder
Investment adviser representative at Capital Analysts
6 yearsExperience
1 stateRegistered in
$8.8BFirm assets
14 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
Experience
6 years in the industry.
- Capital AnalystsJun 2021 to now
- Lincoln Investment LLCJun 2021 to now
- Thomas DiasJan 2021 to Jun 2021
- Waddell & Reed IncJan 2021 to Jun 2021
- Lago Vista IsdJun 2017 to May 2021
- Round Rock IsdAug 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (TX).
Capital Analysts
Legal name: Capital Analysts, LLC
$8.8BAssets managed
15,840Clients
596Advisers
14 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
- 7327232
- Firm CRD
- 162200