Jason F. Shuster
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jason Francis Shuster was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 2016. Jason had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
April 13, 2018 - October 9, 2018
CATALYST WEALTH MANAGEMENT
February 22, 2016 - July 11, 2018
KALOS MANAGEMENT
January 25, 2016 - October 10, 2018
KALOS CAPITAL, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CATALYST WEALTH MANAGEMENT
CRD#: 291138 / SEC#: 801-112814
Contact information
Documents
Regulatory assets under management
| Total Number of Accounts | 763 |
| AUM (Assets Under Management) | $ 192,870,806 |
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.
