Jason L. Seale
Professional summary
Jason Lee Seale III, AIF®, who also goes by Jason Lee Seale, is a registered financial advisor currently at SEACREST WEALTH MANAGEMENT, LLC located in Novato, California.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Jason has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason Lee Seale III's CRS (Customer Relationship Summary).
Certified licenses
Experience
December 15, 2021 - Present
SEACREST WEALTH MANAGEMENT, LLC
Office #1: 7075 Redwood Blvd Suite D, Novato, CA 94945October 27, 2021 - November 30, 2021
AMERICAN WEALTH MANAGEMENT, INC.
November 21, 2013 - September 14, 2021
AMERICAN WEALTH MANAGEMENT, INC.
January 7, 2002 - September 8, 2021
AMERICAN WEALTH MANAGEMENT, INC.
January 4, 1999 - January 10, 2002
RAYMOND JAMES FINANCIAL SERVICES, INC.
August 30, 1995 - January 4, 1999
ROBERT THOMAS SECURITIES, INC
July 17, 1989 - July 3, 1995
UBS FINANCIAL SERVICES INC.
June 23, 1989 - July 21, 1989
INTERFIRST CAPITAL CORPORATION
Primary Firm SEC Registration
SEACREST WEALTH MANAGEMENT, LLC
CRD#: 147092 / SEC#: 801-69141
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(12/15/2021)
Exams
Current Firm
SEACREST WEALTH MANAGEMENT, LLC
CRD#: 147092 / SEC#: 801-69141
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,945 |
| AUM (Assets Under Management) | $ 1,561,182,425 |
Red Flags
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