Jason Luhan (CRD# 5483636) is an Investment Advisor Representative working at Capital Investment Advisory Services, LLC in Laguna Beach, CA and has over 15 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 |
|---|---|---|---|
| Capital Investment Group, Inc. | Raleigh, NC | Mar 2024 - Current | < 1 |
| Capital Investment Advisory Services, LLC | Raleigh, NC | Mar 2024 - Current | < 1 |
| Protools, LLC | Newport Beach, CA | Sep 2022 - Feb 2024 | 1 |
| The Pacific Financial Group | Bellevue, WA | Aug 2018 - Feb 2024 | 5 |
| Emerson Equity LLC | San Mateo, CA | Jul 2020 - Mar 2022 | 1 |
| Westpark Capital Inc. | Newport Beach, CA | Jul 2018 - Aug 2018 | < 1 |
| Eqis Capital Management, Inc. | San Rafael, CA | May 2015 - Apr 2018 | 2 |
| Axiom Capital Management, Inc. | New York, NY | Sep 2016 - Nov 2017 | 1 |
| Financial West Group | Westlake Village, CA | Jul 2014 - Apr 2015 | < 1 |
| Centaurus Financial Inc. | Orange, CA | Dec 2007 - Jul 2014 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2008 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2016 |
- CA
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Total Assets Under Management1,965MILLIONS
-
Total Number of Accounts8,913ACCOUNTS
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Average Account Value$220,474
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, CA, CO, CT, DC, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
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