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Jason T. Wallace (Austin)


Jason T. Wallace is an adviser based in Austin. It manages $50 thousand of regulatory assets for 50,000 client accounts. It has been registered with the SEC as an adviser since 2002.

Jason T. Wallace provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Jason T. Wallace: assets under management

The assets under management (AUM) of Jason T. Wallace is $50 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $50 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1 each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Jason T. Wallace for their services and products based on performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Austin

The principal office where Jason T. Wallace performs its advisory services is located at 12708 Riata Vista Circle, Austin, TX 78727, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 512-249-8827 or by fax 512-249-9870. The normal business hours are 8:30 am - 3:00 pm on Monday - Friday.


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