Jason Edward Seurer

Landolt Securities, INC.

26 Years of Experience

13 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementHigh Net Worth

Landolt Securities, INC.

Compensation

Fee-Only (AUM)

Firm Size

17 advisors

Number of Clients

163 clients

Average Client Portfolio

$623K average

Assets Under Management

$101.6M

Fee Structure

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $1.0M	2.00%
$1.0M - $5.0M	1.75%
$5M+	1.50%

Subject to a $300 minimum quarterly fee (not to exceed 3% of a client’s assets under management)

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Minimum Annual Fee:$1,200

Location

900 North Shore Drive Suite 279, Lake Bluff, IL, 60044

Get directions

History

Regulatory History (13)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 2024

Settled

Customer Dispute

May 2022

Settled

Regulatory

April 2022

Final

Regulatory

January 2017

Final

Regulatory

August 2012

Final

Customer Dispute

June 2011

Settled

Customer Dispute

May 2011

Settled

Customer Dispute

May 2011

Settled

Regulatory

April 2011

Final

Customer Dispute

April 2011

Settled

Customer Dispute

April 2011

Settled

Employment Separation After Allegations

March 2011

Customer Dispute

November 2002

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jason is an insurance agent selling fixed income annuities, long-term care, and life insurance, dedicating about half his time to this. He also has ownership stakes in several LLCs formed for passive investment and provides consulting services to various companies, including coaching high school football.