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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 Youngworth Zalarick is an investment advisor representative at Synergy Asset Management, LLC, a firm headquartered in Vancouver, Washington. Jason has over 20 years of experience in the financial services industry. Prior to joining Synergy Asset Management, Jason worked at ETC Brokerage Services, LLC, Fidelity Brokerage Services LLC, and Advisors Asset Management, Inc. Jason is registered as an Investment Advisor Representative (IAR) in New Jersey and Washington. Jason specializes in providing financial planning, portfolio management, and investment advisory services. Jason is committed to providing clients with personalized investment solutions.
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.
Personalized portfolio management to meet individual financial objectives.
Signal provider; sub-adviser
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.
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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2
NJ
01/06/2021 - Present
Synergy Asset Management, LLC (Whitehouse Station NJ)
TX
10/09/2014 - 02/12/2020
ETC BROKERAGE SERVICES, LLC (DALLAS TX)
NJ
08/11/2011 - 11/13/2012
FIDELITY BROKERAGE SERVICES LLC (MILLBURN NJ)
NJ
08/20/2009 - 07/29/2011
ADVISORS ASSET MANAGEMENT, INC. (BERKELEY HEIGHTS NJ)
NJ
04/25/2008 - 08/25/2009
MUTUAL SERVICE CORPORATION (SECAUCUS NJ)
NJ
01/31/2008 - 04/17/2008
NEW ENGLAND SECURITIES (FAIRFIELD NJ)
NE
05/10/2005 - 02/15/2006
AMERITRADE, INC. (OMAHA NE)
NE
05/18/1999 - 03/28/2005
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
MN
10/02/1998 - 05/05/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/02/1998 - 05/05/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 10/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/01/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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