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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 Phillip Sulkosky is a registered investment advisor representative with Empirical Wealth Management and Directional Financial Services. Jason has been in the industry since 2002. Jason is a Certified Financial Planner™ professional. Jason has experience working with individuals, high-net-worth individuals, corporations, charitable organizations, pooled investment vehicles, and other investment advisors. Jason has also been registered in several states including Alaska, Arizona, California, Oregon, Texas, and Washington. Jason is committed to providing his clients with personalized financial planning and investment advice.
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.
Tax preparation and insurance services
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
03/31/2015 - Present
Empirical Wealth Management (SEATTLE WA)
WA
03/03/2003 - 05/06/2013
CHARLES SCHWAB & CO., INC. (TACOMA WA)
CA
02/05/2002 - 01/07/2003
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
10/20/1999 - 02/25/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 03/23/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/20/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 10/19/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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