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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 Richard Escamilla is a Registered Investment Advisor Representative with Impactadvisor LLC, based in SF, CA. Jason is a seasoned financial professional with over 25 years of experience in the industry. He has held various roles at leading financial institutions, including Quest Capital Strategies, Inc., Phoenix Equity Planning Corporation, and Charles Schwab & Co., Inc. Jason is also a Chartered Financial Analyst and specializes in providing financial planning, pension consulting, and portfolio management services to high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Valuation analysis
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.
Advisory fee on alternative investments, e.g real estate
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2
CA
04/08/2022 - Present
Impactadvisor LLC (SF CA)
CA
01/01/2005 - 01/06/2005
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
CT
05/06/2002 - 01/09/2003
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CT
11/18/1998 - 05/19/2000
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
CA
07/31/1996 - 11/18/1998
SENECA DISTRIBUTORS, LLC (SAN FRANCISCO CA)
NY
07/06/1995 - 07/31/1996
GENESIS MERCHANT GROUP SECURITIES LLC (NEW YORK NY)
TX
06/25/1993 - 07/12/1995
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
AZ
08/10/1992 - 01/28/1993
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 08/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/16/1997
Series 4 - Registered Options Principal Examination
BC
Issued 08/06/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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