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Jason Paul Berube

Encompass More Asset Management LLC

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About Jason Paul Berube

Jason Berube is a financial advisor with Encompass More Asset Management LLC, a firm based in Danville, California. Jason has over 10 years of experience in the financial services industry and holds the Series 6, SIE and Series 63 licenses. Jason has previously worked with a variety of firms, including MML Investors Services, LLC, Lincoln Financial Securities Corporation, Park Avenue Securities LLC, OneAmerica Securities, Inc., and Mutual of Omaha Investor Services, Inc.

Firm Information

Jason Berube is currently registered with Encompass More Asset Management LLC. Encompass More Asset Management LLC is a registered investment advisor headquartered in Danville, CA. With a team of 43 licensed agents and investment advisor representatives, the firm manages approximately $228.5 million in assets for 2,835 clients, including individuals, high-net-worth individuals, and other investment advisors. Encompass More Asset Management LLC offers portfolio management services for individuals and does not participate in wrap fee programs.
Encompass More Asset Management LLC

390 DIABLO RD SUITE 100

DANVILLE, CA 94526

$228.53M

Assets Under Management

Not reported

Total Clients

53

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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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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percentage of assets

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

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Jason Berube’s Registration & Firm History

CA

02/23/2024 - Present

Encompass More Asset Management LLC (DANVILLE CA)

MA

08/15/2018 - 12/27/2018

MUTUAL OF OMAHA INVESTOR SERVICES, INC. (BRAINTREE MA)

MA

08/20/2015 - 11/30/2016

MML INVESTORS SERVICES, LLC (Beverly MA)

MA

03/04/2015 - 07/17/2015

LINCOLN FINANCIAL SECURITIES CORPORATION (DEDHAM MA)

MA

11/10/2014 - 02/11/2015

PARK AVENUE SECURITIES LLC (WELLESLEY MA)

MA

02/10/2014 - 07/15/2014

ONEAMERICA SECURITIES, INC. (NEWTON MA)

MA

02/04/2013 - 09/23/2013

MML INVESTORS SERVICES, LLC (FRANKLIN MA)

MA

03/20/2012 - 01/11/2013

HORNOR, TOWNSEND & KENT, INC. (BOSTON MA)

MA

05/25/2011 - 08/23/2011

SIGNATOR INVESTORS, INC. (NEEDHAM HEIGHTS MA)

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Licenses & Designations

BC

Issued 05/14/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/24/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jason Paul Berube. Review regulatory record here.
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