JS
JS
Jason Scarcella is a registered investment advisor, based in Houston, TX, with 25 years of industry experience.
Location
14811 Saint Mary's Lane, Suite 175, Houston, TX, 77079
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 2015Settled
Customer Dispute
April 2013Denied
Other Business ActivitiesSells Insurance
Jason sells fixed annuities, traditional whole life, universal life, term life, LTC, and disability insurance through Compass Pointe Financial, dedicating minimal time to this. He also works as an Investment Advisor Representative for Advisory Resource Group, spending about two-thirds of his time there.
Employment History
Current Registrations
M. S. Howells & CO.Broker
December 2017 - Present · 8 yrs 5 mos
The Advisory Resource Group, LLC
December 2017 - Present · 8 yrs 5 mos
Previous Registrations
Sii Investments, INC.
November 2005 - December 2017 · 12 yrs 1 mo
Sii Investments, INC.Broker
August 2002 - December 2017 · 15 yrs 4 mos
Thrivent Investment Management INC.Broker
July 2002 - September 2002 · 2 mos
Lutheran Brotherhood Securities CORP.Broker
May 2000 - July 2002 · 2 yrs 2 mos
State Registrations8 states
GAILLAMTNCNMOKTX
AdvisorBrokerBoth
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
No exam information available for this advisor.