Jason Luhan has been a Registered Representative in Emerson Equity since 2020. Moreover, the person has professional experience at more than six companies using similar skills. Jason has a total work experience of 11+ years. Jason studied at the Chapman University from 2004 to 2007. This expert has professional certification as Member of the California Bar and Real Estate Broker and Jason has studied Spanish and Italian. Jason Luhan can be found in San Rafael, California – where this professional is currently located. You can find Jason Luhan's actual phone and email through our search.
Name variants:
Jayson Luhan,
Jay Luhan
Contact Information
Last Update
Jun 25, 2022
Email
je**@gmail.com, ja**@eqis.com
Location
San Rafael, CA
Company
Workplace
Colleagues
Work History
Chief Compliane Officer and General Counsel
Chief Compliance Officer and General Counsel providing consultation to the firm's two registered investment advisers, 13 mutual funds and fintech platform advising over $2 billion in Regulat...
from Aug 2018
Chief Compliance Officer and Senior Legal Counsel
1000 4Th St SUITE 650, San Rafael, CA 94901
Founded on the principle of reinventing wealth management so that it better suits the American investor, EQIS is becoming one of the fastest growing fee-based turnkey asset management platfo...
May 2015 — Apr 2018
Chief Operations Officer and General Counsel
4510 east Thousand Oaks Blvd, Westlake Village, CA 91362
Chief Operations Officer and General Counsel of the broker-dealer and registered investment adviser divisions overseeing the day-to-day operations of trading, compliance, private placements ...
Jul 2014 — Apr 2015
Corporate Counsel
2300 east Katella Ave, Anaheim, CA 92806
Securities and advisory services are offered through Centaurus Financial, Inc., a broker/dealer and registered investment advisor, member FINRA/SIPC, www.finra.org, www.sipc.org. The represe...
Dec 2011 — Jul 2014
Svp, Managing Director of Wealth Management Division
2300 east Katella Ave, Anaheim, CA 92806
Dec 2007 — Dec 2011
Education
2004 — 2007
1991 — 1993
1989 — 1991
Occupations
Representative
Accountant
Finance and Accounting Specialist
Lawyer
General Counsel
Executive
Director of Quality Control
Counselor
HR Specialist
Human Resources Specialist
Sales Specialist
Supplier
Accounting Bookkeeper
Bookkeeper
Of Counsel
Legal Counsel
Compliance Manager
Advisor
Recruitment
Services Professional
Sales Representative
Skills
Compliance
Alternative Investments
Finra
Series 7
Series 66
Series 24
Series 53
Series 99
Series 65
Investment Advisory
401K
Estate Planning
Mutual Funds
Wealth Management
Asset Management
Financial Services
Investments
Due Diligence
Portfolio Management
Retirement
Arbitration
Bankruptcy
Real Estate
Legal
Erisa
Securities
Strategic Planning
Securities Regulation
Financial Advisory
Management
Trading
Financial Planning
40 Act
Investment Advisers Act
Cyber Security
Aml
Corporate Law
Risk Management
FAQs about Jason Luhan
What is the profession of Jason Luhan?
This professional's job is Registered Representative
What are the profession of The expert?
These person's professions are Representative
Where does Jason Luhan live?
Jason Luhan lives in San Rafael, California.
Does the expert have the email address?
je**@gmail.com and ja**@eqis.com is Jason Luhan's email address.
How many companies did Jason Luhan work at?
Jason Luhan worked at six jobs.
What education does Jason Luhan have?
Jason studied at the Chapman University from 2004 to 2007.
What are the certifications of Jason Luhan?
The professional received the following certifications: Member of the California Bar, Real Estate Broker, Series 7, 66, 24, 53, 65 and 99, License 252894, License 01849138, and License Crd # 5483636.
What languages does Jason Luhan speak?
Jason Luhan speaks Spanish and Italian.