Jason Naylor

BUILD A BETTER FINANCIAL FUTURE LLC

Henderson, NV 89052

Some features on this profile are disabled

CRD#: 7507665

Professional summary

Jason Naylor, who also goes by W Jason Naylor, is a registered financial advisor currently at BUILD A BETTER FINANCIAL FUTURE LLC located in Henderson, Nevada.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Jason has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

W Jason Naylor

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 Naylor'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

November 20, 2023 - Present

BUILD A BETTER FINANCIAL FUTURE LLC

Office #1: 2831 St Rose Pkwy Suite 200, Henderson, NV 89052

RIA

CRD#: 305490

Henderson, NV

Past

May 3, 2022 - November 7, 2022

ABACUS WEALTH PARTNERS

RIA

CRD#: 128590

Calabasas, CA

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
(11/20/2023)

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 65

Date: 5/3/2022

Uniform Investment Adviser Law Examination

Current Firm

BUILD A BETTER FINANCIAL FUTURE LLC

BUILD A BETTER FINANCIAL FUTURE | BUILD A BETTER FINANCIAL FUTURE LLC

CRD#: 305490 / SEC#:

California

Registered Investment Advisory firm - (6/17/2020 Approved)

Florida

Registered Investment Advisory firm - (7/23/2025 Approved)

Nevada

Registered Investment Advisory firm - (4/16/2020 Approved)

New York

Registered Investment Advisory firm - (4/29/2020 Approved)

Texas

Registered Investment Advisory firm - (8/9/2023 Conditional Restricted)

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

2831 St Rose Pkwy Suite 200, Henderson, NV 89052

Mailing Address

Phone number

(424) 236-2076

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	144
AUM (Assets Under Management)	$ 9,716,745

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.

Similar Advisors

Michael Beatty

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

IAR

Las Vegas, NV

Kenneth Young

TRANSAMERICA FINANCIAL ADVISORS, LLC

IAR

Las Vegas, NV

Jodie Cohen-potter

LPL FINANCIAL LLC

IAR

LAS VEGAS, NV

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason Naylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

BUILD A BETTER FINANCIAL FUTURE LLC

ABACUS WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 65

Date: 5/3/2022

Current Firm

BUILD A BETTER FINANCIAL FUTURE LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BUILD A BETTER FINANCIAL FUTURE LLC

TRUST BUT VERIFY

Similar Advisors