JL
JL

Jason Luhan

16 Years of Experience
Laguna Beach, CA
Broker

Jason Luhan is a registered investment advisor, based in Laguna Beach, CA, with 16 years of industry experience.

Location

Laguna Beach, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Jason is a sole proprietor of a law office providing general legal services since 2007, a compliance consultant for RIAs and BDs since 2016, and a real estate broker since 2016. He also serves as in-house legal counsel for IGRE Capital Holdings, LLC and Eyeballs Financial, Inc., dedicating about a quarter of his time to each activity.

Employment History
Current Registrations
Capital Investment Group, INC.
March 2024 - Present · 2 yrs 2 mos
Capital Investment Group, INC.Broker
March 2024 - Present · 2 yrs 2 mos
Capital Investment Advisory Services, LLC
March 2024 - Present · 2 yrs 2 mos
Previous Registrations
Protools
October 2022 - November 2025 · 3 yrs 1 mo
Emerson Equity LLCBroker
July 2020 - March 2022 · 1 yr 8 mos
Pacific Financial Group, LLC
May 2019 - March 2024 · 4 yrs 10 mos
The Pacific Financial Group, INC.
May 2019 - March 2024 · 4 yrs 10 mos
Westpark Capital, INC.Broker
July 2018 - December 2019 · 1 yr 5 mos
Westpark Capital, INC.
July 2018 - March 2019 · 8 mos
Eqis Securities, LLCBroker
November 2017 - May 2018 · 6 mos
Axiom Capital Management, INC.Broker
September 2016 - November 2017 · 1 yr 2 mos
Eqis Capital Management
October 2015 - May 2018 · 2 yrs 7 mos
Financial West Group
July 2014 - April 2015 · 9 mos
Financial West GroupBroker
July 2014 - April 2015 · 9 mos
Centaurus Financial, INC.
January 2009 - July 2014 · 5 yrs 6 mos
Centaurus Financial, INC.Broker
August 2008 - July 2014 · 5 yrs 11 mos
State Registrations1 state
CA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.