Jason Scheurer
Jason Scheurer is a registered investment advisor at Orchard Wealth & Legacy Management LLC, based in San Juan, PR, with 30 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 10 clients with $5.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Orchard Wealth's investment advisory fees range from 1.00% to 2.00% annually, based on the value of your investments. The fee depends on the complexity of services, the amount of assets managed, and the overall relationship with Orchard Wealth. Fees are negotiable at the Advisor's discretion.
Location
San Juan, PR
Get directionsHistory
Regulatory History (6)
Customer Dispute
December 2014Customer Dispute
May 2012Customer Dispute
September 2009Customer Dispute
July 2008Customer Dispute
December 2007Customer Dispute
October 2001Other Business ActivitiesSells Insurance
Jason is a licensed insurance agent involved in insurance sales, dedicating minimal time to this activity. He also owns Pureplay Capital LLC, focused on intellectual property and stock market index creation, spending minimal time on it, and owns Waxd Magazine, a surf culture publication, dedicating a few hours per week. Finally, Jason is a partner at Mondax Group, a private placement alternative investment firm, overseeing sales and marketing.
Employment History
Current Registrations
Orchard Wealth & Legacy Management LLC
Previous Registrations
Infinex Investments, INC.
Infinex Investments, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
Fleet Enterprises, INC.Broker
Continental Broker-Dealer CORP.Broker
State Registrations3 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.