Jason
Lefton

Evoke Advisors

CRD#3233145
Investment Advisor
in Los Angeles, CA

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About this Advisor

Jason Lefton is a financial advisor based in Los Angeles, California, working with Evoke Advisors. Jason has previously held positions at First Republic Securities Company, LLC and Evoke Wealth, LLC. Jason has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Colorado, Florida, Nevada, Ohio, Oregon, and Texas. Currently, Jason is part of Evoke Advisors, which operates out of Los Angeles, California. The firm has 1 office and 63 employees. The firm manages assets totaling $13.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Evoke Advisors includes asset-based, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

10635 Santa Monica Blvd. Suite 240
Los Angeles, CA 90025

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Evoke Advisors Brokerage Details

Total Assets Under Management

$13,362,939,383

CA Average: $7,578,581,321
Total Number of Employees

63

CA Average: 43
Total Number of Accounts

9,915

CA Average: 3,727
Average Account Size

$1,347,750

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jason Lefton Work History

2019 - Present (5 years)

Evoke Wealth, LLC

2013 - 2019 (6 years)

First Republic Securities Company, LLC

Disclosures

Please visit the SEC profile of Jason Lefton 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 Evoke Advisors

Kareem Hout
Los Angeles, CA
Han Dong
Los Angeles, CA
Amanda Levy
Los Angeles, CA
Kristen Mcculloch
Los Angeles, CA
Alexander Ray
Los Angeles, CA
Nicholas Andrian
Los Angeles, CA
Mark Sear
Los Angeles, CA
Matthew Sear
New York, NY

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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