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JB

Jason M. Butler

CERCANO MANAGEMENT
BELLEVUE, WA 98004
Some features on this profile are disabled
CRD#: 5146821
JB
Jason Matthew ButlerCERCANO MANAGEMENT

Professional summary

Jason Matthew Butler, who also goes by Jason M Butler, Jason Matthew Butler, Jason M. 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, Series 3, SIE, Series 7 and Series 6 exams.

At a Glance

Always Fiduciary

Aliases

Jason M Butler | Jason Matthew Butler | Jason M. Butler

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.
Abbey Moor HOA|Investment Related:No|Non-Profit HOA|Treasurer|2023-04-17|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Oversight of HOA financials

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Matthew Butler's CRS (Customer Relationship Summary).
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

January 30, 2026 - Present

CERCANO MANAGEMENT LLC

Office #1: 1110 112th Avenue Ne Suite 202, Bellevue, WA 98004
RIA
CRD#: 315897
BELLEVUE, WA
Past

March 15, 2021 - December 23, 2025

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
Westlake, TX
Past

March 4, 2021 - December 23, 2025

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
Westlake, TX
Past

January 26, 2018 - March 10, 2021

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
DALLAS, TX
Past

August 11, 2011 - October 3, 2011

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
CHICAGO, IL
Past

June 8, 2006 - October 5, 2009

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
WHEATON, IL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CM
CERCANO MANAGEMENT LLC
CERCANO MANAGEMENT L.P. | CERCANO MANAGEMENT LLC

CRD#: 315897 / SEC#: 801-122903

RIA
Registered Investment Advisory firm - (12/30/2021 Approved)

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
California
(3/25/2026)
IAR
Texas
(3/25/2026)
IAR
Washington
(1/30/2026)

Exams

What does exam status mean?
State Security Law Exam
PR
IAR
Series 66
Status Unavailable
Passed: 3/15/2021
Uniform Combined State Law Examination
State Security Law Exam
PR
Series 63
Status Unavailable
Passed: 3/23/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
PR
Series 3
Status Unavailable
Passed: 8/14/2026
National Commodity Futures Examination
General Industry/Product Exam
PR
SIE
Status Unavailable
Passed: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
PR
Series 7
Status Unavailable
Passed: 1/26/2018
General Securities Representative Examination
General Industry/Product Exam
PR
Series 6
Status Unavailable
Passed: 6/7/2006
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CM
CERCANO MANAGEMENT LLC
CERCANO MANAGEMENT L.P. | CERCANO MANAGEMENT LLC

CRD#: 315897 / SEC#: 801-122903

RIA
Registered Investment Advisory firm - (12/30/2021 Approved)
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Contact information

Main Address
1110 112th Avenue Ne Suite 202, Bellevue, WA 98004
Mailing Address
Phone number
(425) 371-7500
Established
Firm type
Fiscal year end
# of Employees
62

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CERCANO MANAGEMENT LLC FORM ADV PART 2A (6/18/2026)

Regulatory assets under management

Total Number of Accounts48
AUM (Assets Under Management)$ 7,281,283,635

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
08/14/2026
Cover Page
Report
01/19/2026
Cover Page
Report
11/13/2024
Cover Page
Report
11/27/2023
Cover Page
Report

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

CERCANO MANAGEMENT LLC

CRD#: 315897Bellevue, WA 98004

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