Jason Seale
Jason Seale is a registered investment advisor at Seacrest Wealth Management, LLC, based in Novato, CA, with 36 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Divorce Planning, Education Planning, and 5 more. Their firm serves 1,498 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees vary up to 2.00% annually based on the size and complexity of the relationship. Fees are negotiable at the advisor's discretion.
Fee Estimator
Location
7075 Redwood Blvd, Suite D, Novato, CA, 94945
Get directionsHistory
Regulatory History (10)
Regulatory
August 2021Judgment / Lien
May 2019Judgment / Lien
September 2017Judgment / Lien
July 2017Customer Dispute
August 2010Customer Dispute
December 2009Regulatory
July 2008Customer Dispute
March 2002Customer Dispute
June 2000Customer Dispute
October 1996Employment History
Current Registrations
Seacrest Wealth Management, LLC
Previous Registrations
American Wealth Management, INC.
American Wealth Management, INC.
American Wealth Management, INC.Broker
Raymond James Financial Services, INC.Broker
Robert Thomas Securities, INCBroker
Painewebber IncorporatedBroker
Baraban Securities, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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