JL
JL
Jason Layland is a registered investment advisor, based in Rocklin, CA, with 21 years of industry experience.
Location
2210 Plaza Dr. Suite 300, Rocklin, CA, 95765
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
January 2023Settled
Customer Dispute
June 2008Settled
Other Business ActivitiesSells Insurance
Jason is the owner of Clear Wealth Strategies and Fortera Capital, spending minimal time on these activities. He also works as an insurance/benefits/human resources agent, dedicating about 10-20% of his time, and is an advisory representative of Cambridge Investment Research Advisors, spending about half his time in this role.
Employment History
Current Registrations
Cambridge Investment Research, INC.
November 2022 - Present · 3 yrs 6 mos
Cambridge Investment Research Advisors, INC.
November 2022 - Present · 3 yrs 6 mos
Cambridge Investment Research, INC.Broker
November 2022 - Present · 3 yrs 6 mos
Previous Registrations
Woodbury Financial Services, INC.Broker
March 2019 - November 2022 · 3 yrs 8 mos
Woodbury Financial Services, INC.
March 2019 - November 2022 · 3 yrs 8 mos
Questar Asset Management, INC.
August 2012 - March 2019 · 6 yrs 7 mos
Questar Capital CorporationBroker
August 2012 - March 2019 · 6 yrs 7 mos
Woodbury Financial Services, INC.
November 2010 - August 2012 · 1 yr 9 mos
Woodbury Financial Services, INC.Broker
November 2010 - August 2012 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - November 2010 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - November 2010 · 1 yr 1 mo
Banc of America Investment Services, INC.
June 2008 - October 2009 · 1 yr 4 mos
Banc of America Investment Services, INC.Broker
May 2008 - October 2009 · 1 yr 5 mos
Edward Jones
January 2007 - June 2008 · 1 yr 5 mos
Edward JonesBroker
July 2005 - June 2008 · 2 yrs 11 mos
E*trade Securities LLCBroker
June 2004 - October 2004 · 4 mos
State Registrations25 states
ARAZCACOFLGAHIIAILLAMDMONCNJNVOHOKORSCTNTXUTVAWAWV
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.