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Jason Andrew Prattes

Prattes Wealth Partners

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About Jason Andrew Prattes

Jason Andrew Prattes is a financial advisor with Prattes Wealth Partners. Jason has been in the financial services industry for over 15 years. He has a strong background in financial planning, portfolio management, and investment advisory. Jason has a Series 7, Series 63, and Series 65 licenses. He is also a registered investment advisor in California, Louisiana, and Texas.

Firm Information

Jason Prattes is currently registered with Prattes Wealth Partners. Prattes Wealth Partners is an investment advisor based in Newport Beach, California. The firm manages $129,952,530 in assets, primarily for high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. The firm provides financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals and pooled investment vehicles. They have 1 licensed agent, 1 investment advisor representative, and 3 investment advisory functions.
Prattes Wealth Partners

620 NEWPORT CENTER DRIVE, SUITE 1100

NEWPORT BEACH, CA 92660

$129.95M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jason Prattes’s Registration & Firm History

CA

02/21/2020 - Present

Prattes Wealth Partners (NEWPORT BEACH CA)

CA

11/30/2010 - 10/02/2019

LPL FINANCIAL LLC (NEWPORT BEACH CA)

CA

10/03/2006 - 11/30/2010

NRP FINANCIAL, INC. (SAN JUAN CAPISTRANO CA)

CA

08/03/2004 - 09/29/2006

FINANCIAL TELESIS INC (CAPISTRANO BEACH CA)

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Licenses & Designations

IA

Issued 09/02/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/21/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Andrew Prattes.
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