Jason Clardy
My Portfolio Guide · Seal Beach, California
Jason Clardy is a fee-only financial advisor at My Portfolio Guide in Seal Beach, California. Jason charges a percentage of assets (0.9% a year on the first tier of assets managed).
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Who they serve
- Retirees
- Ultra high net worth
Facts
| Firm | My Portfolio Guide |
|---|---|
| Based in | Seal Beach, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.9% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $201.0M across 653 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7800007 |
| Exams passed | Series 66 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.myportfolioguide.com |
| Profile |
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Questions about Jason
Is Jason Clardy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and My Portfolio Guide 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 My Portfolio Guide's website, checked October 30, 2026: 0.9% a year on the first tier of assets managed.
Where is Jason Clardy based?
Jason Clardy is based in Seal Beach, California.
Is Jason Clardy registered with the SEC?
Yes. Jason Clardy is registered as an investment adviser representative in CA (CRD 7800007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does My Portfolio Guide manage?
My Portfolio Guide reports $201.0M across 653 accounts in assets under management.
How do I contact Jason Clardy?
Through Jason's website, www.myportfolioguide.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
- My Portfolio Guide 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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