Jason
Seale
Seacrest Wealth Management, LLC
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About this Advisor
Jason Seale is a financial advisor working out of Purchase, New York who has 1 year of relevant experience. Seale is an advisor for Seacrest Wealth Management, LLC. Seale has gained experience at American Wealth Management, Inc and Seacrest Wealth Management, LLC. Seale maintains Series 63, Series 65 and Series 66 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Seacrest Wealth Management, LLC is a company operating out of Purchase, NY. The investment advisory business has offices in 30 locations and a total of 51 financial advisors. It oversees $1 billion in assets under management among its 4,125 client accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm advises 12 charitable organizations. Of its 4,125 customer accounts, just 11% are held by high-net-worth clients who have more than $1 million in assets. The advisory firm provides a diverse 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. Financial advisory fees largely are based on which service is offered. However, fees charged by Seacrest Wealth Management, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seacrest Wealth Management, LLC Brokerage Details
$1,114,787,094
51
4,125
$270,251
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 Seale Work History
Jason has been registered as a financial advisor for 1 years.*
Seacrest Wealth Management, LLC
American Wealth Management, Inc
American Wealth Management, Inc
*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 Seale 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 Seacrest Wealth Management, LLC
Purchase, NY
Purchase, NY
Palos Verdes Peninsula, CA
Purchase, NY
Medford, OR
Purchase, NY
Kennebunk, ME
Louisville, KY
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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