Jason Sacks has been President/Shareholder of Frisch Financial Group since December 2010, is a control person of the firm and directly owns between 5% and 10% of it. Jason Sacks holds a Bachelor of Arts in Economics from the University of Delaware.
Frisch Financial Group, Inc. is a Melville, NY firm with $932M under management, 601 clients and 7 advisers across 5 offices, as of its April 2026 filing.
Jason M. Sacks is President and Wealth Advisor of Frisch Financial Group. He joined the firm in 2006 as a Senior Investment Analyst, became a firm principal in 2010 and was named President in 2025. In this role he helps guide the firm's strategic vision and growth initiatives, and he plays a significant role in customizing client portfolios and overall investment strategy.
Jason Sacks’ longest registration is the current one, 15 years at Frisch Financial Group since 2011. Before joining Frisch Financial Group in 2011, Jason Sacks was registered through TD Waterhouse Investor Services, Inc.
- Frisch Financial Group, Inc.Current– present · 15 yearsMelville, NY · Adviser representative · Firm CRD 126524
- TD Waterhouse Investor Services, Inc.– · 1 yearNew York, NY · Adviser representative · Firm CRD 7870
Professional designations
Listed by Frisch Financial Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Jason Sacks is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from February 2011; the most recent is New York, in July 2021.
- FloridaSince 3 February 2011
- New YorkSince 27 July 2021
- TexasResidentSince 7 January 2013
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 July 2002 |
| Series 7 | General Securities Representative Examination | 15 May 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 2 July 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 June 1997 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Matthew Sacks
- CRD
- 2902189
- Firm
- Frisch Financial Group · CRD 126524
- Role
- President/Shareholder
- Office
- 445 BROAD HOLLOW ROAD, SUITE 215, Melville, NY 11747
- Registration
- Investment adviser registration
- In the industry since
- June 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- frischfinancial.com
Where does Jason Sacks work?
Jason Sacks has been President/Shareholder of Frisch Financial Group, Inc. since December 2010, and is a control person of the firm.
Is Jason Sacks a financial advisor?
Yes. Jason Sacks has a current investment-adviser registration in Florida, New York and Texas, through Frisch Financial Group since February 2011.
How many years of experience does Jason Sacks have?
Jason Sacks has 17 years in the financial industry, since June 2009, across 2 adviser firms.
What exams has Jason Sacks passed?
Jason Sacks has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in June 1997.
Where did Jason Sacks work before Frisch Financial Group?
Before Frisch Financial Group, Jason Sacks was registered through TD Waterhouse Investor Services, Inc., June 2004 to February 2006.
Where is Jason Sacks based?
Jason Sacks’ registered office is in Melville, NY.
Is Jason Sacks registered with FINRA?
No. Jason Sacks has no current broker registration.
Is Jason Sacks a CFP?
Frisch Financial Group lists Jason Sacks with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jason Sacks’ record?
Search CRD 2902189 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Sacks’ full registration record.
