Jason Jeung is a registered investment advisor at Seacrest Wealth Management, LLC, based in Purchase, NY, with 27 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 1,720 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SeaCrest Wealth Management's investment management fees are based on the value of your portfolio and are charged quarterly, in advance. The annual fee can be up to 2.00%, depending on the size and complexity of your account and the advisor providing the service. Fees may be negotiable. If you deposit or withdraw $10,000 or more during a quarter, the fee will be adjusted accordingly.
Location
3000 Westchester Avenue, Suite 206, Purchase, NY, 10577
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Regulatory History (3)
Employment Separation After Allegations
March 2012Customer Dispute
September 2009Customer Dispute
May 2009Employment History
Current Registrations
Seacrest Wealth Management, LLC
Previous Registrations
Occidental Asset Management, LLC
Seacrest Wealth Management, LLC
Raymond James & Associates, INC.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.