Jason Sikma
Jason Sikma is a registered investment advisor at Lake Avenue Financial LLC, based in Shoreline, WA, with 12 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 273 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lake Avenue Financial charges up to 1.75% of your portfolio per year for investment management. The exact fee is negotiable and will be stated in your client agreement. This fee is deducted from your account monthly or quarterly, either in advance or after the period, depending on your agreement.
Location
Shoreline, WA
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Regulatory History (1)
Employment Separation After Allegations
May 2025Employment History
Current Registrations
Lake Avenue Financial LLC
Previous Registrations
Strategic Advisers LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Capital One Sharebuilder, 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.