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JG

Jason Robert Gorsuch

CRD# 4498231·Registered 2002 - 2016
Previously Registered: Being a previously registered professional could mean that Jason 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.

Professional Summary

Jason Robert Gorsuch was a registered financial advisor. Jason was a previously registered financial professional and started their career in finance 2002 - 2016. Jason had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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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.

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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Years of Experience

24 years in the financial services industry

Current & Past Employments

AVALON SECURITIES, LTD.·CRD# 30522
BD
Dallas, TX
June 25, 2010 - February 24, 2016
ENVISION ASSET MANAGEMENT, INC.·CRD# 144756
RIA
Rockwall, TX
August 21, 2009 - November 25, 2013
GIRARD SECURITIES, INC.·CRD# 18697
BD
Rockwall, TX
May 19, 2009 - June 16, 2010
C.K. COOPER & COMPANY, INC.·CRD# 106578
RIA
Rockwall, TX
July 14, 2008 - May 20, 2009
PALADIN CAPITAL PARTNERS, INC.·CRD# 115200
RIA
Irvine, CA
November 14, 2005 - May 20, 2009
C.K. COOPER & COMPANY, INC.·CRD# 106578
BD
Rockwall, TX
July 8, 2002 - May 20, 2009

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Current Firm

AS
AVALON SECURITIES, LTD.

AVALON SECURITIES, LTD.

CRD#: 30522 / SEC#: 8-44993
BD
Terminated by SEC on 02/21/2025

Contact Information

Established

New York since 05/18/1992

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

Documents

Direct owners and executive officers

NamePositionCRD#
DAVEY, LYNDA JANECHAIR, CEO, CCO1185760

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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.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2002About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Feb 2016About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jul 2002About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Nov 2004About the Series 24 exam

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CRS (Client Relationship Summary)

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

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