Jason W. Ceyanes
ENCOMPASS ADVISORY SERVICES
Katy, TX 77494
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CRD#: 5994336
Professional summary
Jason Warren Ceyanes SR, CFP®, who also goes by Jason Warren Ceyanes Sr., is a registered financial advisor currently at ENCOMPASS ADVISORY SERVICES, LLC located in Katy, Texas.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Jason has worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 6, Series 24 and Series 26 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Warren Ceyanes Sr.
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) UNIVERSITY OF HOUSTON - CLEAR LAKE - 8/5/2021 - 2700 Bay Area Blvd, Houston, TX - Professor, Teaching personal money management course, Not Invt Rel, Education, 5 hrs/mo; 0 hrs/mo (during trading hours). 2) INDEPENDENT INSURANCE AGENT - 5/15/2019 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - Agent, Sale life insurance and LTC, Not Invt Rel, Insurance business, 5 hrs/mo; 3 hrs/mo (during trading hours). 3) ENCOMPASS ADVISORY SERVICES, LLC - 5/15/2019 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - President/CEO/CFO, Outside RIA, Invt Rel, RIA, 160 hrs/mo; 160 hrs/mo (during trading hours). 4) INVESTMENT PROPERTY - 5/1/2011 - 1202 Falling Water Lane, Katy, TX 77494 - Landlord, Collecting mortgage, Not Invt Rel, Real Estate, 1 hr/mo; 0 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Jason Warren Ceyanes SR'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®
CFP®
Start date: 2017
Experience
Current
May 20, 2019 - Present
ENCOMPASS ADVISORY SERVICES, LLC
Office #1: 23114 Seven Meadows Parkway, Katy, TX 77494RIA
CRD#: 283574
Katy, TX
Past
May 3, 2021 - August 18, 2023
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
December 12, 2017 - May 16, 2019
MWA FINANCIAL SERVICES INC.
RIA
CRD#: 112630
Katy, TX
Past
November 23, 2011 - May 16, 2019
MWA FINANCIAL SERVICES INC.
BD
CRD#: 112630
Katy, TX
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".
EA
ENCOMPASS ADVISORY SERVICES, LLC
EAS | PWM | PROSPERITAS WEALTH MANAGEMENT | ENCOMPASS ADVISORY SERVICES, LLC | ENCOMPASS ADVISORY SERVICES
CRD#: 283574 / SEC#: 801-132142
RIA
Registered Investment Advisory firm - (3/10/2025 Approved)California
Registered Investment Advisory firm - (4/12/2025 Terminated)Texas
Registered Investment Advisory firm - (3/13/2025 Termination Requested)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(9/23/2024)
IAR
Texas(5/20/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Current Firm
EA
ENCOMPASS ADVISORY SERVICES, LLC
EAS | PWM | PROSPERITAS WEALTH MANAGEMENT | ENCOMPASS ADVISORY SERVICES, LLC | ENCOMPASS ADVISORY SERVICES
CRD#: 283574 / SEC#: 801-132142
RIA
Registered Investment Advisory firm - (3/10/2025 Approved)California
Registered Investment Advisory firm - (4/12/2025 Terminated)Texas
Registered Investment Advisory firm - (3/13/2025 Termination Requested)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
23114 Seven Meadows Parkway, Katy, TX 77494
Mailing Address
Phone number
(281) 371-6300
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (2 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 901 |
| AUM (Assets Under Management) | $ 102,606,700 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
ENCOMPASS ADVISORY SERVICES, LLC
CRD#: 283574Katy, TX 77494TRUST BUT VERIFY
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