Jason Ceyanes
Jason Ceyanes is a CFP-designated registered investment advisor at Encompass Advisory Services, LLC, based in Katy, TX, with 14 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 433 clients with $120M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 2.00% |
| $25K - $100K | 1.75% |
| $100K - $499K | 1.50% |
| $499K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 1.00% |
Fees negotiable above $2,000,000.
Fee Estimator
Location
23114 Seven Meadows Parkway, Katy, TX, 77494
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is a professor teaching a personal money management course, an independent insurance agent selling life insurance and long-term care insurance, and the President/CEO/CFO of Encompass Advisory Services, LLC. He also owns investment property.
Employment History
Current Registrations
Encompass Advisory Services, LLC
Previous Registrations
The Leaders Group, INC.Broker
Mwa Financial Services, INC.
Mwa Financial Services INC.Broker
State Registrations2 states
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.