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JS

Jason N. Semeleng

CALABASAS ADVISORY GROUP
WESTLAKE VILLAGE, CA 91361
Some features on this profile are disabled
CRD#: 2901578
JS

Professional summary

Jason Nils Semeleng, ChFC®, who also goes by Jason N Semeleng, is a registered financial advisor currently at CALABASAS ADVISORY GROUP, LLC located in Westlake Village, California.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Jason has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason N Semeleng

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. Seamless Window Fashions, Inc.; Partner; Window Covering sales and installation; Moorpark, CA 91311; Jan 2013; 1-9 hours per month. 2. Insurance Agent; Calabasas, CA; investment related; 1996

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Nils Semeleng'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®
ChFC®

Chartered Financial Consultant

Experience

Current

May 2, 2017 - Present

CALABASAS ADVISORY GROUP, LLC

Office #1: 32107 Lindero Canyon Rd. Suite #133, Westlake Village, CA 91361
RIA
CRD#: 288224
WESTLAKE VILLAGE, CA
Past

May 31, 2002 - May 1, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CALABASAS, CA
Past

August 28, 1997 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

August 28, 1997 - May 1, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CALABASAS, 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".
CA
CALABASAS ADVISORY GROUP, LLC
CALABASAS ADVISORY GROUP | SEMELENG FINANCIAL SERVICES | JL WEALTH MANAGEMENT | CALABASAS ADVISORY GROUP, LLC

CRD#: 288224 / SEC#: 801-110430

RIA
Registered Investment Advisory firm - (5/1/2017 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
(5/2/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/16/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/27/1998
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/1/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/27/1997
General Securities Representative Examination

Current Firm

CA
CALABASAS ADVISORY GROUP, LLC
CALABASAS ADVISORY GROUP | SEMELENG FINANCIAL SERVICES | JL WEALTH MANAGEMENT | CALABASAS ADVISORY GROUP, LLC

CRD#: 288224 / SEC#: 801-110430

RIA
Registered Investment Advisory firm - (5/1/2017 Approved)
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Contact information

Main Address
32107 Lindero Canyon Rd. Suite 133, Westlake Village, CA 91361
Mailing Address
Phone number
(818) 351-5124
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A - FIRM BROCHURE - JLWM (1/10/2025)
ADV PART 2A - FIRM BROCHURE - SFS (1/10/2025)

Regulatory assets under management

Total Number of Accounts1,215
AUM (Assets Under Management)$ 240,549,000

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.

Company Information

CALABASAS ADVISORY GROUP, LLC

CRD#: 288224Westlake Village, CA 91361

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