Jason Y. Zalarick

SYNERGY ASSET MANAGEMENT

Whitehouse Station, NJ

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CRD#: 3128068

Professional summary

Jason Youngworth Zalarick, who also goes by Jason Youngworth Zalanck, Jason David Zalarick, is a registered financial advisor currently at SYNERGY ASSET MANAGEMENT, LLC located in Whitehouse Station, New Jersey.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jason has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Youngworth Zalanck | Jason David Zalarick

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 Youngworth Zalarick'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

January 6, 2021 - Present

SYNERGY ASSET MANAGEMENT, LLC

RIA

CRD#: 117201

Whitehouse Station, NJ

Past

October 9, 2014 - February 12, 2020

ETC BROKERAGE SERVICES, LLC

CRD#: 145276

DALLAS, TX

Past

August 16, 2011 - November 14, 2012

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

MILLBURN, NJ

Past

August 11, 2011 - November 13, 2012

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

MILLBURN, NJ

Past

September 22, 2009 - July 29, 2011

ADVISORS ASSET MANAGEMENT, INC.

RIA

CRD#: 46727

BERKELEY HEIGHTS, NJ

Past

August 20, 2009 - July 29, 2011

ADVISORS ASSET MANAGEMENT, INC.

CRD#: 46727

BERKELEY HEIGHTS, NJ

Past

April 25, 2008 - August 25, 2009

MUTUAL SERVICE CORPORATION

CRD#: 4806

SECAUCUS, NJ

Past

January 31, 2008 - April 17, 2008

NEW ENGLAND SECURITIES

CRD#: 615

FAIRFIELD, NJ

Past

May 10, 2005 - February 15, 2006

TD AMERITRADE CLEARING, INC.

CRD#: 5633

OMAHA, NE

Past

May 18, 1999 - March 28, 2005

TD AMERITRADE, INC.

CRD#: 7870

OMAHA, NE

Past

October 2, 1998 - May 5, 1999

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 2, 1998 - May 5, 1999

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

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".

SYNERGY ASSET MANAGEMENT, LLC

CRD#: 117201 / SEC#: 801-64132

RIA

Registered Investment Advisory firm - (4/8/2005 Approved)

California

Registered Investment Advisory firm - (4/12/2005 Terminated)

Washington

Registered Investment Advisory firm - (4/12/2005 Terminated)

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).

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

New Jersey
(3/16/2021)

IAR

Washington
(1/6/2021)

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: 10/17/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/25/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/1/1998

General Securities Representative Examination

Current Firm

SYNERGY ASSET MANAGEMENT, LLC

CRD#: 117201 / SEC#: 801-64132

RIA

Registered Investment Advisory firm - (4/8/2005 Approved)

California

Registered Investment Advisory firm - (4/12/2005 Terminated)

Washington

Registered Investment Advisory firm - (4/12/2005 Terminated)

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Contact information

Main Address

13215 Se Mill Plain Blvd Suite C8-321, Vancouver, WA 98684

Mailing Address

Phone number

(206) 386-5455

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/17/2025)

Regulatory assets under management

Total Number of Accounts	5,659
AUM (Assets Under Management)	$ 1,052,439,630

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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Firm Stability Insights

Jason Y. Zalarick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Youngworth Zalarick's CRS (Customer Relationship Summary).

Certified licenses

Experience

ETC BROKERAGE SERVICES, LLC

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

ADVISORS ASSET MANAGEMENT, INC.

ADVISORS ASSET MANAGEMENT, INC.

MUTUAL SERVICE CORPORATION

NEW ENGLAND SECURITIES

TD AMERITRADE CLEARING, INC.

TD AMERITRADE, INC.

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

SYNERGY ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/17/2020

Series 63

Date: 1/25/1999

SIE

Date: 10/1/2018

Series 7

Date: 10/1/1998

Current Firm

SYNERGY ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SYNERGY ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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