Jason A. Terhune
Professional summary
Jason Alexander Terhune, CFP®, CIMA®, who also goes by Jason A Terhune, Jason Terhune, is a registered financial advisor currently at CAPITAL ADVANTAGE, INC. located in Walnut Creek, California.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jason has worked at 4 firms and has passed the Series 65, 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 Alexander Terhune's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2019
Experience
August 3, 2022 - Present
CAPITAL ADVANTAGE, INC.
Office #1: 1855 Olympic Blvd. Ste 300, Walnut Creek, CA 94596July 21, 2017 - July 18, 2022
J.P. MORGAN SECURITIES LLC
July 21, 2017 - July 18, 2022
J.P. MORGAN SECURITIES LLC
March 1, 2016 - July 11, 2017
CHARLES SCHWAB & CO., INC.
December 18, 2015 - July 11, 2017
CHARLES SCHWAB & CO., INC.
October 1, 2012 - April 20, 2015
J.P. MORGAN SECURITIES LLC
November 5, 2011 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
Primary Firm SEC Registration
CAPITAL ADVANTAGE, INC.
CRD#: 108985 / SEC#: 801-55896
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/4/2022)
(8/3/2022)
Exams
Current Firm
CAPITAL ADVANTAGE, INC.
CRD#: 108985 / SEC#: 801-55896
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,830 |
| AUM (Assets Under Management) | $ 1,111,637,065 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/25/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
CAPITAL ADVANTAGE, INC.
CRD#: 108985Walnut Creek, CA 94596TRUST BUT VERIFY
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