Jason M. Scheurer

ORCHARD WEALTH & LEGACY MANAGEMENT LLC

San Juan, PR

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CRD#: 2598564

Professional summary

Jason Mcteague Scheurer, who also goes by Jason Mcteague, is a registered financial advisor currently at ORCHARD WEALTH & LEGACY MANAGEMENT LLC located in San Juan, .

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Jason has worked at 8 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 3, Series 7, Series 10, Series 9, Series 53 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Mcteague

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) LICENSED INSURANCE AGENT - NON INVESTMENT RELATED - SAME ADDRESS AS RIA - INSURANCE SALES - 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS 2) PUREPLAY CAPITAL LLC - INVESTMENT RELATED - SAME AS RIA - INTELLECTUAL PROPERTY, STOCK MARKET INDEX CREATION - OWNER - APRIL 2018 - 1HR PER MONTH, 0 HRS DURING SECURITIES TRADING HOURS - CREATE INDICES 3) WAXD MAGAZINE; NOT INVESTMENT-RELATED; SAME ADDRESS AS RIA; OWNER AND PUBLISHER; AUGUST 2023; 10 HOURS PER MONTH; 0 HOURS DURING SECURITIES TRADING HOURS; HIGHLIGHTS THE SURF CULTURE AND AQUATIC ACTIVITIES OF THE ISLAND OF PUERTO RICO 4) MONDAX GROUP - INVESTMENT RELATED - SAME AS RIA - PRIVATE PLACEMENT ALTERNATIVE INVESTMENT FIRM - PARTNER - 03/2024 - OVERSEE SALES AND MARKETING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Mcteague Scheurer's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 10, 2017 - Present

ORCHARD WEALTH & LEGACY MANAGEMENT LLC

RIA

CRD#: 289104

San Juan, PR

Past

December 8, 2009 - August 15, 2017

OSAIC INSTITUTIONS, INC.

RIA

CRD#: 35371

ARLINGTON, VA

Past

December 4, 2009 - August 15, 2017

OSAIC INSTITUTIONS, INC.

CRD#: 35371

ARLINGTON, VA

Past

March 26, 2009 - November 30, 2009

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA

CRD#: 149018

PRINCETON, NJ

Past

March 24, 2009 - November 30, 2009

RAYMOND JAMES FINANCIAL SERVICES, INC.

CRD#: 6694

LAWRENCEVILLE, NJ

Past

January 8, 2004 - March 9, 2009

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

STRATFORD, NJ

Past

October 1, 2000 - March 9, 2009

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

STRATFORD, NJ

Past

October 28, 1998 - October 1, 2000

FIRST UNION BROKERAGE SERVICES, INC.

CRD#: 8112

CHARLOTTE, NC

Past

October 9, 1996 - October 30, 1998

FLEET ENTERPRISES, INC.

CRD#: 17434

NEW YORK, NY

Past

March 27, 1995 - September 5, 1996

CONTINENTAL BROKER-DEALER CORP.

CRD#: 14048

CARLE PLACE, NY

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Puerto Rico
(7/26/2018)

IAR

Texas
(11/21/2017)

IAR

Virginia
(3/9/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 3/26/2010

Uniform Combined State Law Examination

State Security Law Exam

IAR

Series 65

Date: 10/21/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/28/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/15/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 7/22/1997

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 3/24/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 10

Date: 1/19/2004

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 9

Date: 1/12/2004

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 53

Date: 5/5/1997

Municipal Securities Principal Examination

Principal/Supervisory Exam

Series 24

Date: 1/29/1996

General Securities Principal Examination

Current Firm

ORCHARD WEALTH & LEGACY MANAGEMENT LLC

ORCHARD WEALTH & LEGACY MANAGEMENT LLC | ORCHARD WEALTH AND LEGACY MANAGEMENT LLC

CRD#: 289104 / SEC#:

New Jersey

Registered Investment Advisory firm - (5/28/2021 Terminated)

Puerto Rico

Registered Investment Advisory firm - (7/19/2018 Approved)

Texas

Registered Investment Advisory firm - (11/21/2017 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (3/9/2022 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

San Juan, PR

Mailing Address

Phone number

(609) 937-8064

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 5,800,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason M. Scheurer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Mcteague Scheurer's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RAYMOND JAMES FINANCIAL SERVICES, INC.

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

FIRST UNION BROKERAGE SERVICES, INC.

FLEET ENTERPRISES, INC.

CONTINENTAL BROKER-DEALER CORP.

State Registrations and Notice Filings

Exams

Series 66

Date: 3/26/2010

Series 65

Date: 10/21/1996

Series 63

Date: 3/28/1995

SIE

Date: 8/15/2017

Series 3

Date: 7/22/1997

Series 7

Date: 3/24/1995

Series 10

Date: 1/19/2004

Series 9

Date: 1/12/2004

Series 53

Date: 5/5/1997

Series 24

Date: 1/29/1996

Current Firm

ORCHARD WEALTH & LEGACY MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ORCHARD WEALTH & LEGACY MANAGEMENT LLC

TRUST BUT VERIFY

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