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JJ
JJ
Jason Ferris Jeung
Seacrest Wealth Management, LLC
27 Years of Experience
3 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Retirement Planning
Financial Planning & Coaching
High Net Worth
Seacrest Wealth Management, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
37 advisors
Number of Clients
1,720 clients
Average Client Portfolio
$908K average
Assets Under Management
$1.6B
Fee Structure
Investment Management
Planning
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Location
3000 Westchester Avenue, Suite 206, Purchase, NY, 10577
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History
Regulatory History (3)
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
.
Employment Separation After Allegations
March 2012
Customer Dispute
September 2009
Denied
Customer Dispute
May 2009
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Seacrest Wealth Management, LLC
June 2019 - Present · 6 yrs 8 mos
Previous Registrations
Occidental Asset Management, LLC
December 2013 - May 2019 · 5 yrs 5 mos
Seacrest Wealth Management, LLC
May 2012 - January 2014 · 1 yr 8 mos
Raymond James & Associates, INC.
March 2012 - April 2012 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1998 - March 2012 · 13 yrs 8 mos
State Registrations
1 state
CA
Advisor
Exams
No exam information available for this advisor.