Jason L. Zahtila

K2 CAPITAL ASSET MANAGEMENT

HAUPPAUGE, NY 11788

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CRD#: 4009691

Professional summary

Jason Luke Zahtila, who also goes by Jason Luke Zahtila, is a registered financial professional 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.

Question & Answer

Are you a "fiduciary"?

Aliases

Jason Luke Zahtila

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.

GLOBAL ASSET MANAGEMENT LLC VP, HOLDING CO, ABOUT 3 HOURS PER MONTH; INVESTMENT ADVISOR WITH PARTNERS CAPITAL SERVICES MANAGED/ADVISORY BUSINESS American Capital Partners K2 Capital Asset Management LLC - FINRA Member Broker-Dealer, less than 20hrs/wk.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Luke Zahtila'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, 2025 - Present

K2 CAPITAL ASSET MANAGEMENT, LLC

Office #1: 150 Motor Parkway Suite 228, Hauppauge, NY 11788Office #2: 150 Motor Parkway Suite 228, Hauppauge, NY 11788

CRD#: 328298

HAUPPAUGE, NY

Past

July 8, 2019 - February 13, 2025

PARTNERS CAPITAL SERVICES, INC.

RIA

CRD#: 127621

HAUPPAUGE, NY

Past

March 17, 2004 - February 13, 2025

AMERICAN CAPITAL PARTNERS, LLC

CRD#: 119249

HAUPPAUGE, NY

Past

January 18, 2000 - April 13, 2004

COMMERCE ONE FINANCIAL INC.

CRD#: 100340

SYOSSET, NY

Past

September 24, 1999 - January 14, 2000

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

ST. LOUIS, MO

Past

September 2, 1999 - January 28, 2000

MORGAN, TAYLOR & ASSOCIATES, INC.

CRD#: 37447

MINEOLA, NY

State Registrations and Notice Filings

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

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(2/20/2025)

Arizona
(2/21/2025)

Arkansas
(3/10/2025)

California
(2/5/2025)

Colorado
(2/20/2025)

Connecticut
(2/18/2025)

Delaware
(4/3/2025)

Florida
(3/20/2025)

Georgia
(2/11/2025)

Idaho
(2/12/2025)

Illinois
(3/12/2025)

Indiana
(3/6/2025)

Iowa
(2/13/2025)

Kansas
(2/13/2025)

Kentucky
(2/18/2025)

Louisiana
(2/13/2025)

Massachusetts
(2/21/2025)

Michigan
(2/20/2025)

Minnesota
(2/14/2025)

Mississippi
(3/5/2025)

Missouri
(3/12/2025)

Montana
(2/19/2025)

Nebraska
(3/4/2025)

Nevada
(2/20/2025)

New Hampshire
(4/3/2025)

New Jersey
(3/10/2025)

New York
(2/4/2025)

North Carolina
(2/20/2025)

North Dakota
(3/10/2025)

Ohio
(2/14/2025)

Oklahoma
(2/6/2025)

Oregon
(2/24/2025)

Pennsylvania
(2/13/2025)

Rhode Island
(2/14/2025)

South Carolina
(2/27/2025)

South Dakota
(3/11/2025)

Tennessee
(2/14/2025)

Texas
(4/1/2025)

Vermont
(2/25/2025)

Virginia
(2/19/2025)

Washington
(2/26/2025)

West Virginia
(2/24/2025)

Wisconsin
(2/20/2025)

Wyoming
(2/21/2025)

Exams

State Security Law Exam

IAR

Series 66

Date: 11/19/2018

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/19/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/1/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 10/23/2002

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

K2 CAPITAL ASSET MANAGEMENT, LLC

CRD#: 328298 / SEC#: , 8-71154

Broker-Dealer Firm Regulated by FINRA (Long Island district office)

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Contact information

Main Address

150 Motor Parkway Suite 228, Hauppauge, NY 11788

Mailing Address

150 Motor Parkway Suite 228, Hauppauge, NY 11788

Phone number

(631) 870-7451

Established

New York since 07/05/2022

Firm type

Limited Liability Company

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (49 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
BOHNAKER, BRIAN JOHN	CEO / CCO	1859029
GASTON, JEANNETTE	FINOP	2500225
ZAHTILA, JASON	GENERAL SECURITIES PRINCIPAL	4009691

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 L. Zahtila

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Jason Luke Zahtila's CRS (Customer Relationship Summary).

Certified licenses

Experience

PARTNERS CAPITAL SERVICES, INC.

AMERICAN CAPITAL PARTNERS, LLC

COMMERCE ONE FINANCIAL INC.

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MORGAN, TAYLOR & ASSOCIATES, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/19/2018

Series 63

Date: 11/19/1999

Series 79TO

Date: 1/2/2023

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/1/1999

Series 24

Date: 10/23/2002

FINRA

Current Firm

K2 CAPITAL ASSET MANAGEMENT, LLC

Contact information

FINRA licenses (49 States and Territories)

Documents

Direct owners and executive officers

Red Flags

Company Information

K2 CAPITAL ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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