AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JS

Jason D. Sakry

Some features on this profile are disabled
CRD#: 4049088
JS

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Dean Sakry was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2000. Jason had worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 16, 2006 - April 3, 2017

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
FRESNO, CA
Past

May 16, 2006 - April 3, 2017

SCF SECURITIES, INC.

BD
CRD#: 47275
SAN DIEGO, CA
Past

August 15, 2005 - May 10, 2006

WADDELL & REED

RIA
CRD#: 866
DENVER, CO
Past

August 12, 2005 - May 10, 2006

WADDELL & REED

BD
CRD#: 866
DENVER, CO
Past

February 23, 2005 - August 8, 2005

UVEST FINANCIAL SERVICES GROUP, INC.

RIA
CRD#: 13787
GREENWOOD VILLAGE, CO
Past

February 7, 2005 - August 8, 2005

UVEST FINANCIAL SERVICES GROUP, INC.

BD
CRD#: 13787
CHARLOTTE, NC
Past

December 10, 2004 - February 14, 2005

AMERITAS INVESTMENT COMPANY, LLC

BD
CRD#: 14869
LINCOLN, NE
Past

July 1, 2004 - October 20, 2004

LPL FINANCIAL LLC

RIA
CRD#: 6413
LAKEWOOD, CO
Past

June 15, 2004 - October 20, 2004

LPL FINANCIAL LLC

BD
CRD#: 6413
FORT MILL, SC
Past

March 8, 2002 - May 9, 2003

TRANSAMERICA CAPITAL, LLC

BD
CRD#: 8217
DENVER, CO
Past

May 23, 2001 - December 5, 2001

EQUITABLE DISTRIBUTORS, LLC

BD
CRD#: 25900
CHARLOTTE, NC
Past

March 2, 2000 - May 25, 2001

RBC CAPITAL MARKETS, LLC

BD
CRD#: 31194
NEW YORK, NY

State Registrations and Notice Filings

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

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/29/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/3/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 3/1/2000
General Securities Representative Examination

Current Firm

SI
SCF INVESTMENT ADVISORS, INC.
APEX RETIREMENT CONSULTING | WESTBERRY WEALTH MANAGEMENT, LLC | UPTREX LLC DBA UPTREX WEALTH ADVISORS | UNION STREET ADVISORS, LLC | TRUECOURSE INVESTMENT MANAGEMENT | TEXAS FINANCIAL RESOURCES, LP DBA TFR WEALTH MANAGEMENT | TAX & INVESTMENT ADVISORS, INC. | STRATEGIC WEALTH ADVISORS GROUP SERVICES, INC. DBA, STRATEGIC WEALTH ADVISORS GROUP | SLADE FINANCIAL ADVISORY PLLC | SIERRA WEALTH MANAGEMENT | SCF INVESTMENT ADVISORS, INC. DBA SCF | SCF INVESTMENT ADVISORS, INC. | SAVVY WEALTH MANAGEMENT | RPM FINANCIAL GROUP, LLC | REDFISH CAPITAL MANAGEMENT | OLD BRIDGE WEALTH, INC. | NEVILLE FINANCIAL GROUP, INC. | MT. JULIET ADVISORS, LLC | MONEYWISE WEALTH MANAGEMENT | MISSION FINANCIAL ADVISORS | MILLER WEALTH PARTNERS, LLC | KELLY FINANCIAL GROUP | INTEGRITY WEALTH MANAGEMENT INC. | INTEGRATED LIFE & FINANCIAL PLANNING, LLC | HAMMER WEALTH GROUP | GUTH FINANCIAL | GATEWAY FINANCIAL GROUP | FORTHRIGHT CAPITAL MANAGEMENT | FINANCIAL PLANNING ADVISORS, INC. | DALTON WEALTH GROUP | DAILEY WEALTH MANAGEMENT | CREATIVE FINANCIAL STRATEGIES, LLC | COHESION WEALTH ADVISORS, LLC | BUFFALO FINANCIAL STRATEGIES | BENEFITS ONE | ASH CREEK FINANCIAL ADVISORS

CRD#: 123608 / SEC#: 801-71206

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
10150 Meanley Drive First Floor, San Diego, CA 92131
Mailing Address
Phone number
(559) 456-6108
Established
Firm type
Fiscal year end
# of Employees
263

Documents

Latest Form ADV

Part 2 Brochures

SCF FORM ADV 2A BROCHURE MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts6,190
AUM (Assets Under Management)$ 1,349,597,453

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/17/2024
Cover Page
Report
06/28/2024
Cover Page
Report

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

SCF INVESTMENT ADVISORS, INC.

CRD#: 123608

TRUST BUT VERIFY

Monitor Jason Sakry

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics