Jason Seurer
Jason Seurer is a registered investment advisor at Landolt Securities, INC., based in Lake Bluff, IL, with 26 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 173 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management).
Fee Estimator
Location
900 North Shore Drive Suite 279, Lake Bluff, IL, 60044
Get directionsHistory
Regulatory History (13)
Customer Dispute
January 2024Customer Dispute
May 2022Regulatory
April 2022Regulatory
January 2017Regulatory
August 2012Customer Dispute
June 2011Customer Dispute
May 2011Customer Dispute
May 2011Regulatory
April 2011Customer Dispute
April 2011Customer Dispute
April 2011Employment Separation After Allegations
March 2011Customer Dispute
November 2002Other Business ActivitiesSells Insurance
Jason is an insurance agent selling fixed income annuities, long-term care, and life insurance, dedicating about half his time to this. He also has ownership stakes in several LLCs formed for passive investment and provides consulting services to various companies, including coaching high school football.
Employment History
Current Registrations
Landolt Securities, INC.
Landolt Securities, INC.Broker
Previous Registrations
The Wealth Protection Group, LLC
Feltl & CompanyBroker
Edward Jones
Edward JonesBroker
State Registrations16 states
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.