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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 Lee Seale is a financial advisor with Seacrest Wealth Management, LLC. Jason has been in the industry since 1989 and is registered in California as an Investment Advisor Representative. Jason is also licensed to provide financial advice and sell securities in New York and has worked with several firms over the years. He specializes in portfolio management for businesses and individuals, financial planning, and selection of other advisors.
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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2
NY
12/15/2022 - Present
Seacrest Wealth Management, LLC (PURCHASE NY)
CA
01/07/2002 - 09/08/2021
AMERICAN WEALTH MANAGEMENT, INC. (Novato CA)
FL
01/04/1999 - 01/10/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
08/30/1995 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NJ
07/17/1989 - 07/03/1995
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
CA
06/23/1989 - 07/21/1989
BARABAN SECURITIES, INC. (LOS ANGELES CA)
BOTH
Issued 12/19/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/12/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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