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Manager Profile

HIGHLAND ADVISORY GROUP

JASON COWANS, CFP®

25 S ARIZONA PL STE 335

Chandler, AZ 85225

phone: (480) 827-8445

fax: (480) 827-8515

toll free: 877-495-9288

email:

Manager Overview
Performanced based fee Asset Management & Comprehensive Financial Planning.
Experience & Disclosure
My CRD Number:	4198418
Firm CRD Number:	14754
Work Experience:	Our team collectively has 100 years experience working with business owners & families.
Services
Types of Investments:	Stocks/Bonds, Asset based Mutual Funds, ETFs, REITs, Oil & Gas LPs and Annuities.
Qualifications
Certifications, Accreditations and Designations:	CFP, ChFC, MBA
Number of Advisors in Office:	6
Advisor's Number of Clients:	120
Assets Managed by Advisor:	$40MM
Compensation
New Client Minimum Portfolio Size:	100,000
Fee:	Performance Based or Flat 0.5% to 1.5%
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Prepared by: JASON COWANS, CFP®
Created on: 05/18/2009 1:51 pm est

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