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Jason Youngworth Zalarick

Synergy Asset Management, LLC

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About Jason Youngworth Zalarick

Jason 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.

Firm Information

Jason Zalarick is currently registered with Synergy Asset Management, LLC. Synergy Asset Management, LLC is an investment advisor based in Vancouver, WA, with approximately $823.7 million in regulatory assets under management. The firm provides financial planning, pension consulting, portfolio management for individuals, and portfolio management for pooled investment vehicles. They also offer other services, including signal provider and sub-adviser. Synergy Asset Management primarily serves high-net-worth individuals, other investment advisors, and individuals other than high-net-worth.
Synergy Asset Management, LLC

13215 SE MILL PLAIN BLVD

VANCOUVER, WA 98684

$823.71M

Assets Under Management

Not reported

Total Clients

8

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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signal provider; sub-adviser

Signal provider; sub-adviser

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jason Zalarick’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Youngworth Zalarick.
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