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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Luhan is a financial advisor with over 14 years of experience in the financial services industry. Jason is currently registered with Capital Investment Advisory Services, LLC and Protools. Jason has a diverse background and experience providing advisory services to a variety of clients including high net worth individuals, corporations, charitable organizations, and pension plans. Prior to joining Capital Investment Advisory Services, LLC Jason worked at Emerson Equity LLC, Westpark Capital, Inc., and EQIS Securities, LLC. Jason holds multiple professional designations and licenses, including the Series 65, Series 66, Series 7, Series 52TO, Series 99, and Series 53. Jason is committed to providing personalized and comprehensive financial advice to help clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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CA
03/06/2024 - Present
Capital Investment Advisory Services, LLC (LAGUNA BEACH CA)
CA
07/20/2020 - 03/09/2022
EMERSON EQUITY LLC (SAN MATEO CA)
CA
07/02/2018 - 12/04/2019
WESTPARK CAPITAL, INC. (Newport Beach CA)
CA
11/15/2017 - 05/10/2018
EQIS SECURITIES, LLC (SAN RAFAEL CA)
NY
09/22/2016 - 11/13/2017
AXIOM CAPITAL MANAGEMENT, INC. (NEW YORK NY)
CA
07/16/2014 - 04/21/2015
FINANCIAL WEST GROUP (WESTLAKE VILLAGE CA)
CA
08/06/2008 - 07/16/2014
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
IA
Issued 12/27/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/12/2015
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/24/2009
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2014
Series 99 - Operations Professional Examination
BC
Issued 08/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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