Jason Luhan, financial advisor San Rafael CA
93 score

Jason Luhan

CRD Number: 5483636
Current Firm: Eqis Capital Management

Jason Luhan (CRD# 5483636) is an Investment Advisor Representative working at Eqis Capital Management in San Rafael, CA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Eqis Capital Management, Inc. San Rafael, CA May 2015 - Current 1
Financial West Group Westlake Village, CA Jul 2014 - Current 2
Centaurus Financial Inc. Orange, CA Dec 2007 - Jul 2014 6
Chapman Univ. School Of Law Orange, CA Sep 2004 - Dec 2007 3
U.s. Bankruptcy Court, Central District Santa Ana, CA Jan 2007 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2008
Contact Info for Jason E. Luhan
Phone Number: 800-949-9936
Firm Website: http://www.eqis.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,670
    MILLIONS
  • Total Number of Accounts
    15,000
    ACCOUNTS
  • Average Account Value
    $111,300
Compensation Options
  • A percentage of assets under your management
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)
  • Educational seminars/workshops
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, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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