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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 Ferris Jeung is a registered Investment Advisor Representative with Seacrest Wealth Management, LLC. Jason specializes in providing financial planning, pension consulting, and portfolio management services for individuals and businesses. Jason has been in the financial services industry since 1996, and has experience working with a variety of clients, including high-net-worth individuals, charitable organizations, corporations and other businesses, and pension and profit-sharing plans. Jason is licensed to provide investment advice in California.
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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NY
01/01/2025 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
CA
03/16/2012 - 04/17/2012
RAYMOND JAMES & ASSOCIATES, INC. (SAN FRANCISCO CA)
CA
05/26/1998 - 03/30/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)
NY
05/29/1996 - 05/22/1998
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
CA
01/12/1996 - 01/06/1998
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
IA
Issued 06/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 01/08/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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