Jason Lohe, financial advisor San Ramon CA
58 score

Jason Lohe

CRD Number: 4439076
Current Firm: Avant-garde Advisors LLC

Jason Lohe (CRD# 4439076) is an Investment Advisor Representative working at Avant-garde Advisors LLC in San Ramon, CA and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthsource Partners, LLC San Ramon, CA Jan 2016 - Current 2
Avant-garde Advisors LLC Centennial, CO Feb 2015 - Current 3
Safeguard Financial And Insurance Services San Ramon, CA May 2012 - Current 5
J.p. Morgan Securities LLC San Ramon, CA Oct 2012 - Feb 2015 2
Chase Investment Services Corp. Berkeley, CA May 2012 - Oct 2012 < 1
Revolutionary Sports, LLC Walnut Creek, CA May 2011 - May 2012 1
Game Plan Wealth, Inc. Walnut Creek, CA Feb 2010 - May 2012 2
Safeguard Financial And Insurance Services San Ramon, CA Sep 2006 - May 2012 5
San Antonio Talons San Antonio, TX Oct 2011 - Mar 2012 < 1
Cambridge Investment Research, Inc. San Ramon, CA Aug 2008 - May 2011 2
Cambridge Investment Research, Inc. San Ramon, CA Nov 2006 - Aug 2008 1
Fsc Securities Corporation Walnut Creek, CA Mar 2005 - Nov 2006 1
Safeguard Financial And Insurance Services San Ramon, CA Feb 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2001
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jason H. Lohe
Phone Number: 303-900-1370
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States


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