Jason S. Lazurick

SCHUYLKILL FINANCIAL

DOWNINGTOWN, PA

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CRD#: 4782267

Professional summary

Jason Scott Lazurick is a registered financial advisor currently at SCHUYLKILL FINANCIAL, LLC located in Downingtown, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Jason has worked at 3 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

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) - RIA

Click below to view Jason Scott Lazurick's 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

February 21, 2007 - Present

SCHUYLKILL FINANCIAL, LLC

RIA

CRD#: 143052

DOWNINGTOWN, PA

Past

April 10, 2006 - December 14, 2006

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

PHILADELPHIA, PA

Past

July 11, 2005 - April 19, 2006

BARCLAYS CAPITAL INC.

CRD#: 19714

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(2/21/2007)

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Exams

State Security Law Exam

IAR

Series 65

Date: 5/5/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/1/2004

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/8/2005

General Securities Representative Examination

Current Firm

SCHUYLKILL FINANCIAL, LLC

CRD#: 143052 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (2/21/2007 Approved)

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Contact information

Main Address

Wyomissing, PA

Mailing Address

P.o. Box 5936, Wyomissing, PA 19610

Phone number

(610) 670-1656

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	134
AUM (Assets Under Management)	$ 108,675,773

Red Flags

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Jason S. Lazurick

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Scott Lazurick's CRS (Customer Relationship Summary).

Certified licenses

Experience

SCHUYLKILL FINANCIAL, LLC

RAYMOND JAMES & ASSOCIATES, INC.

BARCLAYS CAPITAL INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 5/5/2006

Series 63

Date: 4/1/2004

Series 7

Date: 7/8/2005

Current Firm

SCHUYLKILL FINANCIAL, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SCHUYLKILL FINANCIAL, LLC

TRUST BUT VERIFY

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