Jason Berube
Jason Berube is a registered investment advisor at Encompass More Asset Management LLC, based in Danville, CA, with 7 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 4,042 clients with $580M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Encompass More AM's fee for managing your investments is a percentage of your average daily balance, never exceeding 2%. This fee is paid monthly. The models used for your investments also have their own management fees, ranging from 0.25% to 1.00%, which are paid to the sub-adviser of the model. Encompass More AM may receive a portion of the fees charged by the sub-advisers. The annual advisor fee is negotiable.
Location
390 Diablo Rd, Suite 100, Danville, CA, 94526
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Regulatory History (1)
Regulatory
February 2024Other Business ActivitiesSells Insurance
Jason is an insurance agent since 2009, selling life, accident & health, and annuity products, dedicating about 10-20% of his time. He also works as a tax specialist for H&R Block since 2024, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Encompass More Asset Management LLC
Previous Registrations
Insight Financial Strategists
Mutual of Omaha Investor Services, INC.Broker
MML Investors Services, LLCBroker
Lincoln Financial Securities CorporationBroker
Park Avenue Securities LLCBroker
Oneamerica Securities, INC.Broker
MML Investors Services, LLCBroker
Hornor, Townsend & Kent, INC.Broker
Signator Investors, INC.Broker
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.