AdFi
JM

Jason M Best

Investment Adviser Representative at MAINSTAY CAPITAL MANAGEMENT, LLC

Grand Blanc, MICRD #2467448Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
25 yrs
States Registered
1 states
Exams Passed
6

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Michigan
Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 9/29/2006
Series 63
Uniform Securities Agent State Law Examination
Passed 3/31/1994
Series 7
General Securities Representative Examination
Passed 1/5/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 3/28/1994
Series 24
General Securities Principal Examination
Passed 1/5/2024

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
401k: First $75,0001.00%
401k: $75,000.01 to $150,0000.75%
401k: $150,000.01 to $250,0000.50%
401k: $250,000.01 to $500,0000.25%
401k: $500,000.01 to $1,000,0000.20%
401k: $1,000,000.01 to $3,000,0000.15%
401k: Over $3,000,0000.00%
Wealth Mgmt: First $200,0001.50%
Wealth Mgmt: $200,000.01 to $500,0001.00%
Wealth Mgmt: $500,000.01 to $1,000,0000.70%
Wealth Mgmt: $1,000,000.01 to $5,000,0000.50%
Wealth Mgmt: $5,000,000.01 to $20,000,0000.40%
Wealth Mgmt: Over $20,000,0000.00%
Account minimum: $200,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Mainstay Capital Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MAINSTAY CAPITAL MANAGEMENT, LLCCurrent
9/22/2022Grand Blanc, MI
PRUDENTIAL FINANCIAL PLANNING SERVICES
6/20/201810/12/2020Troy, MI
THE HUNTINGTON INVESTMENT COMPANY
10/13/20062/4/2008Warren, MI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

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