EVP, Director, CCO · Howard Capital Management Group, LLC
Jason D. Kaplan
CRD 2631055 · Named on Form ADV at one SEC-registered adviser
At a glance
Howard Capital Management Group, LLC, an SEC-registered wealth manager based in LOS Angeles, CA with $2.6 billion in regulatory assets, lists Jason D. Kaplan on its Form ADV as EVP, Director, CCO, a control person.
Firms and roles
- Howard Capital Management Group, LLCEVP, Director, CCOWealth manager · LOS Angeles, CA · $2.6B in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- David A. RobinsonPresident and Director, Howard Capital Management Group, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.