Jason Canzano
Breakwater Asset Management · Hampton, New Hampshire
Jason Canzano is a fee-only financial advisor at Breakwater Asset Management in Hampton, New Hampshire. Jason charges a percentage of assets (0.8% a year on the first tier of assets managed).
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Facts
| Firm | Breakwater Asset Management |
|---|---|
| Based in | Hampton, New Hampshire |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.8% a year on the first tier of assets managed |
| Assets under management | $12.5M across 54 accounts |
| SEC registration | Investment adviser representative in MA, NH · CRD 4689085 |
| Exams passed | Series 63 (2003) · Series 66 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.breakwaterasset.com |
| Profile |
How Jason's firm compares
- Breakwater Asset Management's average account is about $232,000, from its Form ADV (assets managed divided by 54 accounts).
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Questions about Jason
Is Jason Canzano a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Breakwater Asset Management 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 charges a percentage of assets.
How much does Jason charge?
According to Breakwater Asset Management's website, checked October 30, 2026: 0.8% a year on the first tier of assets managed.
Where is Jason Canzano based?
Jason Canzano is based in Hampton, New Hampshire.
Is Jason Canzano registered with the SEC?
Yes. Jason Canzano is registered as an investment adviser representative in MA and NH (CRD 4689085), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Breakwater Asset Management manage?
Breakwater Asset Management reports $12.5M across 54 accounts in assets under management.
How do I contact Jason Canzano?
Through Jason's website, www.breakwaterasset.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
- Breakwater Asset Management 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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