Jason
Berube
Encompass More Asset Management LLC
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About this Advisor
Jason Berube is a financial advisor based in Danville, California, working with Encompass More Asset Management LLC. Jason has previously held positions at American United Life, Oneamerica Securities, Guardian Life Insurance Co, Park Avenue Securities LLC, Lincoln Financial Securities Corporation, Mass Mutual Life Insurance Company, Mml Investors Services, Lighthouse Capital LLC, Jacobs Corner Sports Bar And Grill, Mutual Of Omaha Insurance Company, Mutual Of Omaha Investor Services, Guardian Wealth Advisors, LLC, Insight Financial Strategists, Self-Employed Consultant, Strategy Marketplace LLC, Forefront, Cornerstone Wealth Consulting Services, LLC, Encompass More Asset Management, and H&R Block. Jason has passed the Series 63 regulatory exam and is registered to provide services in Massachusetts. Currently, Jason is part of Encompass More Asset Management LLC, which operates out of Danville, California. The firm has 9 offices and 48 employees. The firm manages assets totaling $228.5 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Encompass More Asset Management LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Encompass More Asset Management LLC Brokerage Details
$228,528,667
48
2,835
$80,610
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Jason Berube Work History
H&R Block
Encompass More Asset Management
Cornerstone Wealth Consulting Services, LLC
Strategy Marketplace LLC
Forefront
Guardian Wealth Advisors, LLC
Insight Financial Strategists
Self-Employed Consultant
Jacobs Corner Sports Bar And Grill
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Lighthouse Capital LLC
Lincoln Financial Securities Corporation
Mass Mutual Life Insurance Company
Mml Investors Services
Oneamerica Securities
Guardian Life Insurance Co
Park Avenue Securities LLC
American United Life
Disclosures
Please visit the SEC profile of Jason Berube to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Encompass More Asset Management LLC
Roseville, CA
Indiana, PA
Danville, CA
Danville, CA
Northbrook, IL
Danville, CA
Laguna Niguel, CA
San Antonio, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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