Jason F. Jeung

SEACREST WEALTH MANAGEMENT

SAN FRANCISCO, CA 94111

Some features on this profile are disabled

CRD#: 2690182

Professional summary

Jason Ferris Jeung is a registered financial advisor currently at SEACREST WEALTH MANAGEMENT, LLC located in San Francisco, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jason has worked at 6 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Ferris Jeung's CRS (Customer Relationship Summary).

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

June 7, 2019 - Present

SEACREST WEALTH MANAGEMENT, LLC

Office #1: 505 Montgomerery Street 11th Floor, San Francisco, CA 94111

RIA

CRD#: 147092

SAN FRANCISCO, CA

Past

December 23, 2013 - May 2, 2019

OCCIDENTAL ASSET MANAGEMENT, LLC

RIA

CRD#: 168650

BURLINGAME, CA

Past

May 10, 2012 - January 7, 2014

SEACREST WEALTH MANAGEMENT, LLC

RIA

CRD#: 147092

SAN FRANCISCO, CA

Past

March 19, 2012 - April 17, 2012

RAYMOND JAMES & ASSOCIATES, INC.

RIA

CRD#: 705

SAN FRANCISCO, CA

Past

March 16, 2012 - April 17, 2012

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

SAN FRANCISCO, CA

Past

July 17, 1998 - March 30, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

SAN FRANCISCO, CA

Past

May 26, 1998 - March 30, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

SAN FRANCISCO, CA

Past

May 29, 1996 - May 22, 1998

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

January 12, 1996 - January 6, 1998

INTERFIRST CAPITAL CORPORATION

CRD#: 7659

LOS ANGELES, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SEACREST WEALTH MANAGEMENT, LLC

CRD#: 147092 / SEC#: 801-69141

RIA

Registered Investment Advisory firm - (5/12/2008 Approved)

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

California
(6/7/2019)

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 65

Date: 6/6/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/19/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 6/6/1996

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/8/1996

General Securities Representative Examination

Current Firm

SEACREST WEALTH MANAGEMENT, LLC

CRD#: 147092 / SEC#: 801-69141

RIA

Registered Investment Advisory firm - (5/12/2008 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

3000 Westchester Avenue Suite 206, Purchase, NY 10577

Mailing Address

Phone number

(914) 502-1900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (40 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SEACREST WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE (10/23/2025)

Regulatory assets under management

Total Number of Accounts	3,945
AUM (Assets Under Management)	$ 1,561,182,425

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.

Similar Advisors

Adam Green

J.P. MORGAN SECURITIES LLC

IAR

SAN MATEO, CA

Maximilian Soares

J.P. MORGAN SECURITIES LLC

San Francisco, CA

Jason Fang

TERRAFIRMA WEALTH PARTNERS

IAR

WALNUT CREEK, CA

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason F. Jeung

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Ferris Jeung's CRS (Customer Relationship Summary).

Certified licenses

Experience

OCCIDENTAL ASSET MANAGEMENT, LLC

SEACREST WEALTH MANAGEMENT, LLC

RAYMOND JAMES & ASSOCIATES, INC.

RAYMOND JAMES & ASSOCIATES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY DW INC.

INTERFIRST CAPITAL CORPORATION

Primary Firm SEC Registration

SEACREST WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/6/1996

Series 63

Date: 1/19/1996

Series 31

Date: 6/6/1996

Series 7

Date: 1/8/1996

Current Firm

SEACREST WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (40 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEACREST WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Similar Advisors