About
Jason Eaton is the founder and president of Social Thread. Jason began his career as an ecologist. After years of work as an activist on social and environmental issues, combined with a few classes on economics[1], he decided the best way to bring about sustainability was to influence the way money works. Jason’s undergraduate studies were in Natural Resource Ecology and holds a graduate certificate in Environmental Education[2], both from the University of Idaho. Jason is both a Registered Representative and an Investment Advisor Representative. His work focuses on building ethically screened portfolios. This includes cash, debt, equity and alternative asset classes which we believe constitute a globally diversified portfolio. His interests include the economics of localization and innovative investment strategies for social change. More at LinkedIn.com
Our Independent Broker Dealer
Jason James Eaton is a Registered Representative (Series 7) and an Investment Advisor Representaive (Series 66). He is a sole proprietor DBA Social Thread. Securities and investment advisory services are offered through Cadaret, Grant & Co., Inc., a member of FINRA/SIPC and a SEC registered investment advisor. Please see Cadaret Grant’s ADV Part II and EatonJ_ADV2B for more information regarding investment advisory services. You can check Mr. Eaton’s background as a broker here at BrokerCheck. Here is a version pulled on 11-18-2011.
Mr. Eaton is supervised by United Financial Services a Branch Office of Cadaret Grant. Social Thread’s mail and fax numbers are routed to our office there.
Our Clearing & Custody Firm
Pershing, a Bank of New York Company, is our broker dealer’s clearing firm and the custodian of most of our fee-based accounts.
Another of Our Custodians
We also custody advisory client assets at Charles Schwab from time to time.
[1] Econ. 202 (Micro), Environmental Econ., Natural Resource Econ., Farm & Natural Resource Appraisal at University of Idaho
[2] I need 7 more credits to finish my Bachelors in General Studies. I am 17 credits short of my intended BS in Natural Resource Ecology and Conservation Biology from Univ. of Idaho. My Grad Certificate is being held until the undergrad degree is complete.
