Marcus Jasso
Professional summary
Marcus Jasso, AIF® is a registered financial advisor currently at OVERLOOK PARK WEALTH, LLC located in Humble, Texas.
Marcus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Marcus has worked at 7 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Marcus Jasso's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 18, 2019 - Present
OVERLOOK PARK WEALTH, LLC
Office #1: 619 E 1st Street Suite 200, Humble, TX 77338August 4, 2015 - March 20, 2019
SOVEREIGN WEALTH ADVISORS LLC
July 2, 2015 - March 7, 2019
LPL FINANCIAL LLC
October 1, 2012 - July 7, 2015
J.P. MORGAN SECURITIES LLC
October 1, 2012 - July 7, 2015
J.P. MORGAN SECURITIES LLC
April 19, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
April 9, 2012 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
November 5, 2002 - February 24, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
November 5, 2002 - July 3, 2006
IDS LIFE INSURANCE COMPANY
November 5, 2002 - February 24, 2012
AMERIPRISE FINANCIAL SERVICES, LLC
May 25, 2001 - September 20, 2002
IDS LIFE INSURANCE COMPANY
May 25, 2001 - September 20, 2002
AMERIPRISE FINANCIAL SERVICES, LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/18/2019)
Exams
Current Firm
OVERLOOK PARK WEALTH, LLC
CRD#: 300955 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 107 |
| AUM (Assets Under Management) | $ 7,636,394 |
Red Flags
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