Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Zahorenko is an investment advisor representative and financial planner with Wealth Enhancement Advisory Services, LLC. Jason is registered with the state of California and Texas. He is a licensed Series 7 and 65 representative and has over 20 years of experience in the financial industry. Jason has held positions at several firms including Charles Schwab & Co., Inc and Equius Partners, Inc. Jason specializes in financial planning, investment management, and retirement planning. He also provides a variety of other financial services, including ERISA 3(38) investment manager services, selection of other advisors, and educational seminars. Jason has worked with clients ranging from high net worth individuals to small businesses and charities.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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 received from third party investment advisors
1
2
CA
04/03/2023 - Present
Wealth Enhancement Advisory Services, LLC (NOVATO CA)
CA
06/05/2000 - 01/17/2007
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
IA
Issued 03/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/02/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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