Jason
Zivich
Wealthsource®
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About this Advisor
Jason Zivich is a financial advisor based out of Manhattan Beach, California with 4 years of relevant experience. Zivich is an advisor for Wealthsource®. Throughout their career, they have worked at J.P. Morgan Securities LLC and Wealthsource Partners, LLC. Zivich maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Wealthsource® is a financial advisory company based out of San Luis Obispo, CA. The firm has offices in 39 locations and a total of 71 advisors. It handles $2 billion in total assets among its 6,375 customer accounts, placing it among the largest firms in the United States by assets under management. The firm advises six charitable organizations. Of its 6,375 client accounts, 19% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The advisory firm performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on the financial services offered. Fee types billed by Wealthsource® most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealthsource® Brokerage Details
$1,915,866,644
71
6,375
$300,528
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Jason Zivich Work History
Jason has been registered as a financial advisor for 4 years.*
Wealthsource Partners, LLC
J.P. Morgan Securities LLC
J.P. Morgan Securities LLC
*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 Zivich 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 Wealthsource®
Mission Viejo, CA
San Luis Obispo, CA
Grand Junction, CO
Old Greenwich, CT
Grand Junction, CO
Grand Junction, CO
Denver, CO
Arroyo Grande, 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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