Jason Kalman
Schnieders Capital Management · Pasadena, California
Jason Kalman is a fee-only financial advisor at Schnieders Capital Management in Pasadena, California. Schnieders Capital Management reports charging a percentage of assets on its Form ADV.
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Who they serve
- Multi-generational families
Facts
| Firm | Schnieders Capital Management |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $1.06B across 1,155 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 8318970 |
| Exams passed | Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.schniederscapital.com |
How Jason's firm compares
- Schnieders Capital Management's average account is about $919,000, from its Form ADV (assets managed divided by 1,155 accounts).
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Questions about Jason
Is Jason Kalman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Schnieders Capital 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's firm, Schnieders Capital Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Kalman based?
Jason Kalman is based in Pasadena, California.
Is Jason Kalman registered with the SEC?
Yes. Jason Kalman is registered as an investment adviser representative in AZ (CRD 8318970), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Schnieders Capital Management manage?
Schnieders Capital Management reports $1.06B across 1,155 accounts in assets under management.
How do I contact Jason Kalman?
Through Jason's website, www.schniederscapital.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
- Schnieders Capital 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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