Jason Clary
Clary Financial · So. Easton, Massachusetts
Jason Clary is a fee-only financial advisor at Clary Financial in So. Easton, Massachusetts. Clary Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Clary Financial |
|---|---|
| Based in | So. Easton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $92.9M across 439 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5260601 |
| Exams passed | Series 63 (2014) · Series 65 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Jason's firm compares
- Clary Financial's average account is about $212,000, from its Form ADV (assets managed divided by 439 accounts).
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Questions about Jason
Is Jason Clary a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Clary Financial 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, Clary Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Clary based?
Jason Clary is based in So. Easton, Massachusetts.
Is Jason Clary registered with the SEC?
Yes. Jason Clary is registered as an investment adviser representative in MA (CRD 5260601), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Clary Financial manage?
Clary Financial reports $92.9M across 439 accounts in assets under management.
How do I contact Jason Clary?
Contact details aren't on file yet. Search for Clary Financial.
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
- 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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