Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
604 clients
Average Client Portfolio
$613K average
Assets Under Management
$370.0M

Fee Structure

Financial Planning:Included in AUM fee
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Location

5925 Granite Lake Drive, Suite 130, Granite Bay, CA, 95746

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History

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.

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Other Business Activities

Jason is involved in online sales through JVSupply, dedicating minimal time. He also owns rental real estate, requiring minimal time, and is a registered representative with LPL.

Employment History
Current Registrations
Spectrum Wealth Advisory Group, LLC
October 2024 - Present · 1 yr 4 mos
LPL Financial LLCBroker
May 2024 - Present · 1 yr 9 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.