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

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JB

Jason P. Berube

ENCOMPASS MORE ASSET MANAGEMENT LLC
Beverly, MA
Some features on this profile are disabled
CRD#: 5515400
JB

Professional summary

Jason Paul Berube, who also goes by Jason P Berube, Jason Paul Berube, Jason Berube, is a registered financial advisor currently at ENCOMPASS MORE ASSET MANAGEMENT LLC located in Beverly, Massachusetts.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jason has worked at 9 firms and has passed the Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason P Berube | Jason Paul Berube | Jason Berube

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.
(1) Insurance Agent - Start Date: 07/2009 - Non-investment Related - Insurance lines of business: Life, Accident & Health, Annuities - Hours/per week: Approximately 20 (2) H&R Block - Start Date: 01/2024 - Non-investment Related - Tax Specialist - Hours/per week: Approximately 15-20

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Paul Berube'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

February 23, 2024 - Present

ENCOMPASS MORE ASSET MANAGEMENT LLC

RIA
CRD#: 322382
Beverly, MA
Past

June 25, 2019 - December 18, 2020

INSIGHT FINANCIAL STRATEGISTS

RIA
CRD#: 165125
NEWTON, MA
Past

August 15, 2018 - December 27, 2018

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

BD
CRD#: 611
BRAINTREE, MA
Past

August 20, 2015 - November 30, 2016

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Beverly, MA
Past

March 4, 2015 - July 17, 2015

OSAIC FS, INC.

BD
CRD#: 3870
DEDHAM, MA
Past

November 10, 2014 - February 11, 2015

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
WELLESLEY, MA
Past

February 10, 2014 - July 15, 2014

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
NEWTON, MA
Past

February 4, 2013 - September 23, 2013

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
FRANKLIN, MA
Past

March 20, 2012 - January 11, 2013

HORNOR, TOWNSEND & KENT, LLC

BD
CRD#: 4031
BOSTON, MA
Past

May 25, 2011 - August 23, 2011

SIGNATOR INVESTORS, INC.

BD
CRD#: 468
NEEDHAM HEIGHTS, MA

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".
EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 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
Massachusetts
(2/23/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 5/14/2012
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 5/24/2011
Investment Company Products/Variable Contracts Representative Examination

Current Firm

EM
ENCOMPASS MORE ASSET MANAGEMENT LLC
AJM FINANCIAL | TDC FINANCIAL | SKYLINE FINANCIAL PARTNERS | RIVERS WEALTH MANAGEMENT - FL | GOVERNMENT AND CIVIL EMPLOYEE SERVICES (GCES) | ENCOMPASS MORE ASSET MANAGEMENT LLC | DUCHARME WEALTH MANAGEMENT | BOYCE WEALTH MANAGEMENT | ALTO FINANCIAL GROUP

CRD#: 322382 / SEC#: 801-126102

RIA
Registered Investment Advisory firm - (7/14/2022 Approved)
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
390 Diablo Rd Suite 100, Danville, CA 94526
Mailing Address
Phone number
(925) 272-8850
Established
Firm type
Fiscal year end
# of Employees
92

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ENCOMPASS MORE ASSET MANAGEMENT LLC ADV BROCHURE (9/17/2025)

Regulatory assets under management

Total Number of Accounts4,025
AUM (Assets Under Management)$ 581,910,000

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

ENCOMPASS MORE ASSET MANAGEMENT LLC

CRD#: 322382Beverly, MA

TRUST BUT VERIFY

Monitor Jason Berube

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
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
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