wiseradvisor

Jason Heming
Capital City Financial Partners

Tel: (803) 782-0671
5111 Trenholm Road
Suite #100
Columbia, SC 29206
Capital City Financial Partners | Financial Advisor in Columbia ,SC

About Capital City Financial Partners

At Capital City Financial Partners, we encourage you to sit down with us and discover what your ideal retirement looks like. During our initial meeting, we'll discuss the goals and desires you have for your retirement, gain an understanding of your fears and risk tolerance, as well as analyze your current fees and tax allocation. Using this information, we'll examine your financial situation and together we'll determine the best strategy to accomplish your goals, recommend ways to reduce your fees and improve tax benefits. We'll also suggest changes to your current investment strategy to align your risk tolerance with your investment portfolio. All of this is complimentary, and once you become a client, we'll continue to review your plan regularly as life events happen, markets change, and you reach different milestones in your retirement plan.


General Information

States Licensed in:   SC, CA, FL, GA, MA, NY, NC, TN, VA, OH, NV, ID
Number of Years with Current Firm:   5
I work with the following types of clients:   Businesses, Individual Investors


Services

Investment Types:   Insurance, Stocks, Mutual Funds, Bonds, Options & Futures, Alternative Investments, Commodities, Annuities
I can meet clients in the following ways:   Video Conference, Via phone, At your office, At my office


Firm Information

Advisor's Number of Clients:   100+
Advisor's Number of Managed Clients:   100+
Advisor's Number of Planning Clients:   100+
Assets Managed by Advisor:   $100M+


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   0


Education

Master of Business - Finance & Economics  University of South Carolina - Columbia, sC
9/1/1993-7/1/1997



Disclosures

Investment Advisory Services offered through Integrated Advisors Networks ("IAN"), a Registered Investment Advisor. Certain Representatives of Capital City Financial Partners are also registered with and offer securities through, APW Capital, Inc., Member FINRA/SIPC, 100 Enterprise Drive, Suite 504, Rockaway, NJ 07866, (800) 637-3211. Capital City Financial Partners is neither affiliated with or under common control of either APW Capital or Integrated Advisors Network.

Jason Heming

Jason Heming

MBA

Communities Served

Not Provided