Jason SomrakCRD 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 5 years of experience in the finance industry.
Dorman Skorheim Wealth Management LLC
Rs Crum Inc.
Eclectic Associates, Inc.
|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|
Total Assets Under Management140,424MILLIONS
Total Number of Accounts777,048ACCOUNTS
Average Account Value$180,715
- A percentage of assets under your management
- 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)
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