Jason Lee Clardy
Investment adviser representative at My Portfolio Guide, LLC
10 yearsExperience
1 stateRegistered in
$201MFirm assets
2 yearsFirm in business
Are you Jason Lee Clardy? 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- My Portfolio Guide, LLCDec 2025 to now
- Edward JonesAug 2023 to Oct 2025
- Fenix Marine ServicesSep 2021 to Aug 2023
- Warehouse ExchangeJul 2018 to Sep 2021
- UnemployedFeb 2018 to Jul 2018
- Eagle Marine ServicesJun 2016 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
My Portfolio Guide, LLC
$201MAssets managed
318Clients
3Advisers
2 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
- 7800007
- Firm CRD
- 153188