Jason Circelli is a registered investment advisor at Pacer Advisors, INC., based in Scottsdale, AZ, with 7 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1 clients with $46B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
23 advisors
IM Fee
Planning only
Assets Under Management
$46.1B
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Location
Scottsdale, AZ
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Pacer Advisors, INC.
June 2025 - Present · 10 mos
Pacer Financial, INC.
June 2025 - Present · 10 mos
Pacer Financial, INC.Broker
June 2025 - Present · 10 mos
Previous Registrations
Amundi Asset Management US, INC.
January 2021 - April 2025 · 4 yrs 3 mos
Amundi Pioneer Institutional Asset Management, INC.
November 2019 - December 2020 · 1 yr 1 mo
Amundi Distributor US, INC.Broker
July 2019 - April 2025 · 5 yrs 9 mos
Dinosaur Financial Group, L.L.CBroker
July 2018 - June 2019 · 11 mos
State Registrations2 states
CAPA
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.