Jason Topor (CRD# 4897470) is an Investment Advisor Representative working at Klein Pavlis & Peasley Financial, Inc. in Dana Point, CA and has over 19 years of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2361078
Baker Jensen Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Klein Pavlis & Peasley Financial | Dana Point, CA | Feb 2005 - Current | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2005 |
- AZ
- CA
- IL
- MN
- NJ
- NY
- NC
- PA
- TX
- WA
-
Total Assets Under Management163MILLIONS
-
Total Number of Accounts720ACCOUNTS
-
Average Account Value$225,722
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Other
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, IL, MN, NC, NJ, NY, PA, TX, WA
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