Lauren Jason, financial advisor Horseshoe Bay TX
90 score

Lauren Jason

CRD Number: 6171844
Current Firm: Dominion Portfolio Management, Inc.

Lauren Jason (CRD# 6171844) is an Investment Advisor Representative working at Dominion Portfolio Management, Inc. in Horseshoe Bay, TX and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Dominion Investor Services, Inc. Horseshoe Bay, TX Feb 2017 - Current 1
Dominion Portfolio Management, Inc. Horseshoe Bay, TX Feb 2017 - Current 1
Hester And Company, Pc Canton, TX Jan 2013 - Current 5
Summit Brokerage Services, Inc. Canton, TX Sep 2016 - Feb 2017 < 1
Summit Financial Group Inc. Boca Raton, FL Sep 2016 - Feb 2017 < 1
Vsr Advisory Services Overland Park, KS Jan 2015 - Sep 2016 1
Vsr Financial Services, Inc. Overland Park, KS Jul 2013 - Sep 2016 3
Maternity Leave/unemployed Canton, TX Nov 2012 - Dec 2012 < 1
Pricewaterhouse Coopers Dallas, TX Jan 2011 - Nov 2012 1
University Of Texas Austin, TX Sep 2006 - Dec 2010 4
Pricewaterhouse Coopers Dallas, TX Feb 2010 - Apr 2010 < 1
Wright & Greenhill Pc Austin, TX Jun 2007 - Mar 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2015
Contact Info for Lauren H. Jason
Phone Number: 210-265-8050
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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