Unclaimed
Jason Lazarow is a financial advisor with over 10 years of experience in the industry. Jason is currently registered with the state of Arizona as an Investment Advisor Representative (IAR) and with the state of Texas as an IAR. Jason works with high-net-worth individuals and individuals other than high-net-worth. Jason is affiliated with Lazarow Wealth Management, an independent investment advisor firm based in Tucson, Arizona. The firm provides a range of financial planning and investment management services to individuals and businesses.
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
AZ
05/15/2017 - Present
Lazarow Wealth Management (TUCSON AZ)
AZ
12/04/2014 - 08/21/2015
BANCWEST INVESTMENT SERVICES, INC. (WINSLOW AZ)
AZ
08/22/2011 - 12/01/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TUCSON AZ)
AZ
12/02/2009 - 09/06/2011
MORGAN STANLEY SMITH BARNEY (TUCSON AZ)
AZ
06/02/2009 - 09/15/2009
WADDELL & REED, INC. (TUCSON AZ)
BOTH
Issued 07/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/21/2015
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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