Jason Fass is a registered investment advisor, based in Carmichael, CA, with 8 years of industry experience.
Location
6535 Fair Oaks Blvd, Carmichael, CA, 95608
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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 an insurance agent selling insurance products through Avantax Insurance Agency and/or Avantax Insurance Services. He is also a financial advisor with Fass Wealth Strategies Group, providing financial advisory, retirement planning, and investment and wealth management; both activities take nearly full-time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
Hilltop Securities INC.
Hilltop Securities INC.Broker
State Registrations5 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.