Jason M. Butler
Professional summary
Jason M. Butler, who also goes by Jason M Butler, Jason Matthew Butler, is a registered financial advisor currently at CERCANO MANAGEMENT LLC located in Bellevue, Washington.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Jason M. Butler's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 30, 2026 - Present
CERCANO MANAGEMENT LLC
Office #1: 1110 112th Avenue Ne Suite 202, Bellevue, WA 98004March 15, 2021 - December 23, 2025
CHARLES SCHWAB & CO., INC.
March 4, 2021 - December 23, 2025
CHARLES SCHWAB & CO., INC.
January 26, 2018 - March 10, 2021
J.P. MORGAN SECURITIES LLC
August 11, 2011 - October 3, 2011
CITIGROUP GLOBAL MARKETS INC.
June 8, 2006 - October 5, 2009
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
CERCANO MANAGEMENT LLC
CRD#: 315897 / SEC#: 801-122903
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/30/2026)
Exams
Current Firm
CERCANO MANAGEMENT LLC
CRD#: 315897 / SEC#: 801-122903
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 46 |
| AUM (Assets Under Management) | $ 10,518,414,764 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/19/2026 | ||
| 11/13/2024 | ||
| 11/27/2023 |
Red Flags
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