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Jason Martin Saxon

Investment Adviser Representative at PRIVATE WEALTH PARTNERS, LLC

Mill Valley, CACRD #1791644Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
States Registered
3 states
Exams Passed
7

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason Martin Saxon has worked in the securities industry since 2026. They have passed the Series 65, 63, 55, 24, 7, and 4 examinations. They are registered to provide investment advisory services in California, Montana, and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 3 states
CaliforniaMontanaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/22/2026
Series 63
Uniform Securities Agent State Law Examination
Passed 1/18/1995
SIE
Securities Industry Essentials Examination
Passed 6/2/2021
Series 55
Limited Representative-Equity Trader Exam
Passed 8/2/2000
Series 7
General Securities Representative Examination
Passed 1/9/1995
Series 24
General Securities Principal Examination
Passed 10/14/2004
Series 4
Registered Options Principal Examination
Passed 12/2/1996

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Account minimum: $1,000,000

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

Source

Private Wealth Partners, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PRIVATE WEALTH PARTNERS, LLCCurrent
5/22/2026Mill Valley, CA

Official records & sources

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

Other advisors at PRIVATE WEALTH PARTNERS, LLC

5 other advisors in the directory

View PRIVATE WEALTH PARTNERS, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Martin Saxon has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

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Jason Martin Saxon - Financial Advisor in Mill Valley, CA | AdvisorFinder