Jason Somrak, financial advisor Mission Viejo CA
90 score

Jason Somrak

CRD Number: 5967646
Current Firm: Edward Jones

Jason Somrak (CRD# 5967646) is an Investment Advisor Representative working at Edward Jones in Mission Viejo, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St Louis, MO Aug 2011 - Current 6
The Links Of Tuscaloosa Golf Course Tuscaloosa, AL Apr 2011 - Jul 2011 < 1
School Madison, AL Sep 2010 - Apr 2011 < 1
Greek Resource Services Tuscaloosa, AL May 2010 - Aug 2010 < 1
School Tuscaloosa, AL Aug 2009 - May 2010 < 1
Dixie Moving And Data Storage Madison, AL May 2008 - Aug 2009 1
School Tuscaloosa, AL Jul 2007 - May 2008 < 1
University Collectables Madison, AL Aug 2005 - Jun 2007 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Jason K. Somrak
Phone Number: 314-515-2000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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