CRD: 168213
Jason Tate Financial Consulting, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-16-2013
- Office Locations
- 1
Office Locations
About Jason Tate Financial Consulting, LLC
Jason Tate Financial Consulting, LLC is a Murfreesboro-based RIA. The firm has been operating for 13 years. Managing $26.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 125 clients, or 125 clients per representative. That equates to $214.4K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Jason Tate Financial Consulting, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
Unlock the underlying categories and values
The full Jason Tate Financial Consulting, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JASON ROBERTS TATE
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #2959895
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,800,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Jason Tate Financial Consulting, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.