Jason Lazarow (CRD# 5641586) is an Investment Advisor Representative working at Lazarow Wealth Management in Tucson, AZ and has over 14 years of experience in the finance industry.
CRD# 4701550
Ubs Financial Services Inc.
CRD# 861820
First Heartland Consultants, Inc.
CRD# 3272252
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lazarow Wealth Management LLC | Tucson, AZ | Dec 2016 - Current | 7 |
| Fortress Investment Advisors | Tucson, AZ | Nov 2015 - Jan 2017 | 1 |
| Bancwest Investment Services | Tucson, AZ | Dec 2014 - Aug 2015 | < 1 |
| Bank Of The West | Tucson, AZ | Dec 2014 - Aug 2015 | < 1 |
| Bank Of America, N.a. | Tucson, AZ | Sep 2011 - Nov 2014 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith, Inc. | Tucson, AZ | Aug 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
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Total Assets Under Management9MILLIONS
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Total Number of Accounts75ACCOUNTS
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Average Account Value$120,905
- A percentage of assets under your management
- Hourly charges
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- 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)
AZ, TX
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