Jason M. Lazarow

LAZAROW WEALTH MANAGEMENT

Tucson, AZ 85705

CRD#: 5641586

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Professional summary

Jason Matthew Lazarow is a registered financial advisor currently at LAZAROW WEALTH MANAGEMENT located in Tucson, Arizona.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jason has worked at 6 firms and has passed the Series 66, SIE, Series 31 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 Matthew Lazarow'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

January 6, 2017 - Present

LAZAROW WEALTH MANAGEMENT

Office #1: 25 E University Blvd, Tucson, AZ 85705

RIA

CRD#: 286172

Tucson, AZ

Past

January 6, 2016 - January 27, 2017

FORTRESS FINANCIAL SOLUTIONS, LLC

RIA

CRD#: 143969

TUCSON, AZ

Past

December 17, 2014 - August 21, 2015

BANCWEST INVESTMENT SERVICES, INC.

RIA

CRD#: 29357

WINSLOW, AZ

Past

December 4, 2014 - August 21, 2015

BANCWEST INVESTMENT SERVICES, INC.

CRD#: 29357

WINSLOW, AZ

Past

August 23, 2011 - December 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

TUCSON, AZ

Past

August 22, 2011 - December 1, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

TUCSON, AZ

Past

December 2, 2009 - September 6, 2011

MORGAN STANLEY

RIA

CRD#: 149777

TUCSON, AZ

Past

December 2, 2009 - September 6, 2011

MORGAN STANLEY

CRD#: 149777

TUCSON, AZ

Past

June 2, 2009 - September 15, 2009

WADDELL & REED

CRD#: 866

TUCSON, AZ

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

Arizona
(1/6/2017)

IAR

Texas
(5/15/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/17/2009

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/21/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/10/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/1/2009

General Securities Representative Examination

Current Firm

LAZAROW WEALTH MANAGEMENT

LAZAROW WEALTH MANAGEMENT | LAZAROW WEALTH MANAGEMENT, LLC

CRD#: 286172 / SEC#:

Arizona

Registered Investment Advisory firm - (1/6/2017 Approved)

Texas

Registered Investment Advisory firm - (5/15/2017 Conditional Restricted)

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Contact information

Main Address

25 E University Blvd, Tucson, AZ 85705

Mailing Address

Phone number

(520) 276-7700

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	80
AUM (Assets Under Management)	$ 10,440,099

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.

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Advisor Monitoring

Firm Stability Insights

Jason M. Lazarow

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FORTRESS FINANCIAL SOLUTIONS, LLC

BANCWEST INVESTMENT SERVICES, INC.

BANCWEST INVESTMENT SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MORGAN STANLEY

MORGAN STANLEY

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 66

Date: 7/17/2009

SIE

Date: 8/21/2015

Series 31

Date: 12/10/2009

Series 7

Date: 6/1/2009

Current Firm

LAZAROW WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LAZAROW WEALTH MANAGEMENT

TRUST BUT VERIFY

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