Jason Zahtila
Professional Summary
Jason Zahtila, who also goes by Jason Luke Zahtila, is a registered financial advisor currently at K2 CAPITAL ASSET MANAGEMENT, LLC located in Hauppauge, New York. Jason is registered as a RR (Registered Representative) and started their career in finance in 1999. Jason has worked at 6 firms and has passed the Series 66, Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason Luke Zahtila
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PFS INVESTMENTS INC.
Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
27 years in the financial services industry
Current & Past Employments
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Current Firm
K2 CAPITAL ASSET MANAGEMENT, LLC
Contact Information
Main Address
150 Motor Parkway Suite 228, Hauppauge, NY 11788Mailing Address
150 Motor Parkway Suite 228, Hauppauge, NY 11788Phone Number
(631) 870-7451Established
New York since 07/05/2022Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (49 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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PARK AVENUE SECURITIES LLC
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State Registrations and Notice Filings
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jason Zahtila's CRS (Customer Relationship Summary).
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