Jason
Terhune
Capital Advantage, Inc
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About this Advisor
Jason Terhune is a certified financial planner based out of Lafayette, California, with a total of 1 year of industry experience. Terhune works at Capital Advantage, Inc. Their career trajectory has included roles at Charles Schwab & Co., Inc, Safeguard Financial And Insurance Services, Jpmorgan Chase Bank, N.A, Capital Advantage, Inc and Avant-Garde Advisors LLC. Terhune has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California and Texas. Capital Advantage, Inc is a financial advisory business based out of Lafayette, CA. It manages $905 million in assets under management among its 1,987 accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 1,987 client accounts, 43% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Capital Advantage, Inc has a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial advice typically vary depending on which services the firm provides the client. Fees billed by Capital Advantage, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Capital Advantage, Inc Brokerage Details
$905,171,206
14
1,987
$455,547
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jason Terhune Work History
Jason has been registered as a financial advisor for 1 years.*
Capital Advantage, Inc
Jpmorgan Chase Bank, N.A
Charles Schwab & Co., Inc
Safeguard Financial And Insurance Services
Avant-Garde Advisors LLC
Jpmorgan Chase Bank, N.A
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Terhune 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 Capital Advantage, Inc
Lafayette, CA
Lafayette, CA
Lafayette, CA
Lafayette, CA
Lafayette, CA
Lafayette, CA
Lafayette, CA
Lafayette, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
