Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lefton is an investment advisor representative at Evoke Advisors. He is registered with the state of California and is also registered in Colorado, Florida, Nevada, Ohio, Oregon and Texas. He has been in the financial services industry since 1999 and has experience in providing a variety of financial services, including financial planning, pension consulting, educational seminars, selection of other advisers, and portfolio management for individuals and pooled investment vehicles. Jason is committed to helping clients reach their financial goals and has a strong track record of success in doing so.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Administrtive service, financial planning, and sub-advisory fees
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CA
05/31/2023 - Present
Evoke Advisors (LOS ANGELES CA)
CA
01/25/2013 - 06/04/2019
FIRST REPUBLIC SECURITIES COMPANY, LLC (LOS ANGELES CA)
MI
07/28/1999 - 01/25/2000
HANTZ FINANCIAL SERVICES, INC. (SOUTHFIELD MI)
OH
07/28/1999 - 07/28/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
BC
Issued 01/11/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 07/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/24/2013
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/06/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/27/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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