JS
CFP
JS
CFP

Jason Phillip Sulkosky

21 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
43 clients
Average Client Portfolio
$210K average
Assets Under Management
$9.0M

Fee Structure

Minimum Investment:$5K
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.35%

Clients enrolled in the Program will generally pay an annual fee of 0.35% of the assets under management directly to Directional on a quarterly basis. Non-SIIP Clients will generally pay an annual fee of 0.50% of the assets under management directly to Directional on a quarterly basis. All fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1420 5th Ave, Suite 3150, Seattle, WA, 98101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jason owns and operates an online gaming content business since 2019, where people voluntarily donate to watch him play. This activity is considered a fun hobby and takes a few hours per week.

Employment History
Current Registrations
Directional Financial Services
October 2015 - Present · 10 yrs 4 mos
Empirical Wealth Management
April 2014 - Present · 11 yrs 10 mos
Previous Registrations
Charles Schwab & CO., INC.
March 2003 - May 2013 · 10 yrs 2 mos
State Registrations6 states
AKAZCAORTXWA
Advisor
Exams
No exam information available for this advisor.