PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
JASON M ROBERTSON

Welfare broker

JASON M ROBERTSON

Mailing address (most recent filing)

5337 SWEETWATER DR

WEST RIVER, MD 20778

Total comp: $238
Commissions: $238
Fees: $0
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for JASON M ROBERTSON.

No sponsors where JASON M ROBERTSON is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
JASON M ROBERTSON

Welfare broker

JASON M ROBERTSON

Mailing address (most recent filing)

5337 SWEETWATER DR

WEST RIVER, MD 20778

Total comp: $238
Commissions: $238
Fees: $0
Filings: 2
Sponsors: 2

Not enough current filings to build analytics for JASON M ROBERTSON.

No sponsors where JASON M ROBERTSON is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms