Jason Cain
Cynosure Portfolio Advisors · Jupiter, Florida
Jason Cain is a fee-only financial advisor at Cynosure Portfolio Advisors in Jupiter, Florida. Cynosure Portfolio Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- Ultra high net worth
Facts
| Firm | Cynosure Portfolio Advisors |
|---|---|
| Based in | Jupiter, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $5.8M across 48 accounts |
| SEC registration | Investment adviser representative in FL, IL, UT · CRD 5440350 |
| Exams passed | Series 65 (2022) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | cynosureportfolioadvisors.com |
How Jason's firm compares
- Cynosure Portfolio Advisors's average account is about $120,000, from its Form ADV (assets managed divided by 48 accounts).
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Questions about Jason
Is Jason Cain a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Cynosure Portfolio Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Cynosure Portfolio Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Cain based?
Jason Cain is based in Jupiter, Florida.
Is Jason Cain registered with the SEC?
Yes. Jason Cain is registered as an investment adviser representative in FL, IL and UT (CRD 5440350), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cynosure Portfolio Advisors manage?
Cynosure Portfolio Advisors reports $5.8M across 48 accounts in assets under management.
How do I contact Jason Cain?
Through Jason's website, cynosureportfolioadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Cynosure Portfolio Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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