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

Jason R. Gorsuch

Some features on this profile are disabled
CRD#: 4498231
JG

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 Robert Gorsuch was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2002. Jason had worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 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

June 25, 2010 - February 24, 2016

AVALON SECURITIES, LTD.

BD
CRD#: 30522
DALLAS, TX
Past

August 21, 2009 - November 25, 2013

ENVISION ASSET MANAGEMENT, INC.

RIA
CRD#: 144756
ROCKWALL, TX
Past

May 19, 2009 - June 16, 2010

GIRARD SECURITIES, INC.

BD
CRD#: 18697
ROCKWALL, TX
Past

July 14, 2008 - May 20, 2009

C.K. COOPER & COMPANY, INC.

RIA
CRD#: 106578
ROCKWALL, TX
Past

November 14, 2005 - May 20, 2009

PALADIN CAPITAL PARTNERS, INC.

RIA
CRD#: 115200
IRVINE, CA
Past

July 8, 2002 - May 20, 2009

C.K. COOPER & COMPANY, INC.

BD
CRD#: 106578
ROCKWALL, TX

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
IAR
Series 65
Date: 7/27/2005
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 24
Date: 11/16/2004
General Securities Principal Examination

Current Firm


AS
AVALON SECURITIES, LTD.
AVALON SECURITIES, LTD.

CRD#: 30522 / SEC#: , 8-44993

BD
Terminated by SEC on 02/21/2025
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
Mailing Address
Phone number
Established
New York since 05/18/1992
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
DAVEY, LYNDA JANECHAIR, CEO, CCO1185760

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


AVALON SECURITIES, LTD.

CRD#: 30522

TRUST BUT VERIFY

Monitor Jason Gorsuch

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

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