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Jason Scott Lazurick

Schuylkill Financial, LLC

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About Jason Scott Lazurick

Jason Lazurick is an investment advisor representative with Schuylkill Financial, LLC. Jason is registered in Pennsylvania and has been in the industry since 2005. Jason previously worked at Raymond James & Associates, Inc. and Barclays Capital Inc. Jason has a Series 7, Series 63, and Series 65 license.

Firm Information

Jason Lazurick is currently registered with Schuylkill Financial, LLC. Schuylkill Financial, LLC is an investment advisory firm based in Pennsylvania. They provide financial planning and portfolio management services to individuals and high-net-worth individuals. They manage over $100 million in assets for approximately 134 clients. You can connect with them via LinkedIn, Facebook, or their website.

$108.68M

Assets Under Management

Not reported

Total Clients

2

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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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 Lazurick’s Registration & Firm History

PA

02/21/2007 - Present

Schuylkill Financial, LLC (DOWNINGTOWN PA)

PA

04/10/2006 - 12/14/2006

RAYMOND JAMES & ASSOCIATES, INC. (PHILADELPHIA PA)

NY

07/11/2005 - 04/19/2006

BARCLAYS CAPITAL INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 05/05/2006

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/01/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/08/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Scott Lazurick.
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