Jason Ceyanes (CRD# 5994336) is an Investment Advisor Representative working at Encompass Advisory Services, LLC in Katy, TX and has over 12 years of experience in the finance industry. Jason Ceyanes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 2700256
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Encompass Advisory Services LLC | Katy, TX | May 2019 - Current | 4 |
| University Of Houston - Clear Lake | Houston, TX | Aug 2018 - Current | 5 |
| Hill Education Associates Inc. | The Woodlands, TX | Feb 2019 - Dec 2023 | 4 |
| The Leaders Group Inc. | Littleton, CO | May 2021 - Aug 2023 | 2 |
| The American College | Bryn Mawr, PA | Jan 2018 - May 2019 | 1 |
| Mwa Financial Services Inc. | Rock Island, IL | Oct 2011 - May 2019 | 7 |
| Modern Woodmen Of America | Rock Island, IL | Oct 2011 - May 2019 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2011 |
- TX
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Total Assets Under Management67MILLIONS
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Total Number of Accounts762ACCOUNTS
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Average Account Value$87,339
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
TX
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