Jason Jeung
Jason Jeung is a registered investment advisor at Seacrest Wealth Management, LLC, based in San Francisco, CA, with 28 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
505 Montgomerery Street, 11th Floor, San Francisco, CA, 94111
Get directionsHistory
Regulatory History (3)
Employment Separation After Allegations
March 2012Customer Dispute
September 2009Customer Dispute
May 2009Employment History
Current Registrations
Seacrest Wealth Management, LLC
Previous Registrations
Occidental Asset Management, LLC
Seacrest Wealth Management, LLC
Raymond James & Associates, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
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
More Advisors
- Joshua Nowasell, CFPWells Fargo Advisors
- Matthew Schmidt, CFACerity Partners LLC
- Madeleine Mcnell, CFAIconiq Capital, LLC
- Jake Lilienstein, CFPBbr Partners, LLC
- Diana Freeburg, CFPEquita Financial Network, INC.
- Jennifer Birdsey, CFPCapital Group Private Client Services, INC.