Marcus Jasso (CRD# 4312112) is an Investment Advisor Representative working at Overlook Park Wealth, LLC in Humble, TX and has over 22 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Marcus Jasso, Sole Proprietor | Humble, TX | Jan 2023 - Current | 1 |
| Humble Anointing Oil Company | Humble, TX | Oct 2020 - Current | 3 |
| Marcus Jasso/timeshare Property | Weston, FL | Sep 2020 - Current | 3 |
| Overlook Park Wealth, LLC | Humble, TX | Mar 2019 - Current | 5 |
| Overlook Park Wealth, LLC | Humble, TX | Mar 2019 - Sep 2020 | 1 |
| Raiser, LLC | San Francisco, CA | Jan 2019 - Dec 2019 | < 1 |
| Sovereign Wealth Advisors, LLC | Houston, TX | Aug 2015 - Feb 2019 | 3 |
| Lpl Financial, LLC | Houston, TX | Jul 2015 - Feb 2019 | 3 |
| J.p. Morgan Securities LLC | Houston, TX | Oct 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2002 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- TX
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Total Assets Under Management6MILLIONS
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Total Number of Accounts81ACCOUNTS
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Average Account Value$75,938
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
TX
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