Jason Kish
Grey Ledge Advisors · Guilford, Connecticut
Jason Kish is a fee-only financial advisor at Grey Ledge Advisors in Guilford, Connecticut, who holds the CFA credential. Grey Ledge Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Grey Ledge Advisors |
|---|---|
| Based in | Guilford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $616.0M across 1,575 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in CT · CRD 6311409 |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.greyledge.com |
How Jason's firm compares
- Grey Ledge Advisors's average account is about $391,000, from its Form ADV (assets managed divided by 1,575 accounts).
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Questions about Jason
Is Jason Kish a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Grey Ledge 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, Grey Ledge Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Kish based?
Jason Kish is based in Guilford, Connecticut.
What credentials does Jason Kish hold?
Jason Kish holds the CFA credential.
Is Jason Kish registered with the SEC?
Yes. Jason Kish is registered as an investment adviser representative in CT (CRD 6311409), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Grey Ledge Advisors manage?
Grey Ledge Advisors reports $616.0M across 1,575 accounts in assets under management.
How do I contact Jason Kish?
Through Jason's website, www.greyledge.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
- 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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