Jason Escamilla is a CFA-designated registered investment advisor at Impactadvisor LLC, based in Sf, CA, with 10 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 70 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
For comprehensive wealth management, ImpactAdvisor LLC charges 0.25% per quarter (1.0% per year) with a $1,000,000 account minimum, which may be waived. Lower account minimums and fees are available at a different service level, including IMPACT Digital, IMPACT Indexing, IMPACT SMA (separately managed account), or IMPACT CR (Controlled Risk/cash management).
Location
2030 Union St, Ste 205, Sf, CA, 94123
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is the CEO of Impact Labs Inc., a software vendor for ImpactAdvisor, spending about 10-20% of his time on this role. He also serves as the backup manager at Janis Escamilla Supported Living Services LLC, providing support to his brother for a minimal amount of time.
Employment History
Current Registrations
Impactadvisor LLC
State Registrations2 states
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