Jason
Lefton
Evoke Advisors
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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
Services Offered
Fee Structure
Office Location
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Evoke Advisors Brokerage Details
$13,362,939,383
63
9,915
$1,347,750
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
Evoke Wealth, LLC
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
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Glendale, AZ
Los Angeles, CA
Los Angeles, CA
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