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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 Errol Draut is an Investment Advisor Representative at Harborlight Investments, LLC. Jason has been in the industry since June 2014 and holds a Series 65 license. Jason is a Certified Financial Planner and specializes in Financial Consulting, Financial Planning, and Pension Consulting. Harborlight Investments, LLC manages approximately $77,212,902 in assets for approximately 289 clients. The firm provides investment advisory services to high-net-worth individuals, individuals other than high-net-worth, and charitable organizations. Jason's experience and expertise make him a valuable resource for individuals seeking financial guidance.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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CA
12/05/2016 - Present
Harborlight Investments, LLC (EL CERRITO CA)
IA
Issued 01/06/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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