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Jason Matthew Lazarow

Lazarow Wealth Management

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About Jason Matthew Lazarow

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.

Firm Information

Jason Lazarow is currently registered with Lazarow Wealth Management. Lazarow Wealth Management is an independent Registered Investment Advisor (RIA) located in New Jersey, with $11,275,400 in assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. They have a total of 83 client accounts, including 42 individual accounts with $6,433,783 in assets and 3 high-net-worth individual accounts with $4,841,617 in assets.

$11.28M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Lazarow’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jason Matthew Lazarow. Review regulatory record here.
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