Jason LuhanCRD Number: 5483636
Current Firm: The Pacific Financial Group, Inc.
Jason Luhan (CRD# 5483636) is an Investment Advisor Representative working at The Pacific Financial Group, Inc. in Newport Beach, CA and has over 14 years of experience in the finance industry.
Raymond James & Associates, Inc.
Dorman Skorheim Wealth Management LLC
Baker Jensen Investment Advisors, LLC
|Protools, LLC||Newport Beach, CA||Sep 2022 - Current||< 1|
|The Pacific Financial Group||Bellevue, WA||Aug 2018 - Current||4|
|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|
Total Assets Under Management3,040MILLIONS
Total Number of Accounts19,568ACCOUNTS
Average Account Value$155,350
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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, WY
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