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Jason + Lazurick - Financial Advisor in Exton, PA

Paladin Research Report For:

Jason Lazurick

Schuylkill Financial LLC

MBA
600 Eagleview Blvd.
Suite 300
Exton, PA 19341
484-318-7188

General Information

Firm Start Year
  • 2007
No.of Employees
  • 2-4
CRD#
  • 4782267
Firm CRD#
  • 143052
Insurance License#
  • 465566
Name of Custodial Firm
  • Fidelity Investments
States Licensed in
  • PA
Years of Experience in Financial Services
  • 18
Number of Years with Current Firm
  • 14
Work Experience
  • 18 Years of Experience
Work with the following types of clients
  • Individual Investors, Businesses
Advisory Services Provided
  • Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting

Compliance

Registered Investment Advisor
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • Have a clean record
Criminal Disclosures in Last 5 years
  • Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • MBA
Securities Licenses
  • Series 66, Series 7
Insurance and Annuity Licenses
  • Life, Accident, Disability, Variable Annuity, Variable Life, Long Term Care, Annuity

Firm Information

Advisor's Number of Clients
  • 38
Advisor's Number of Managed Clients
  • 38
Advisor's Number of Planning Clients
  • 38

Compensation and Fees

Fee Structure
  • Fee-Based
Minimum Portfolio Size for New Managed Accounts
  • $250,000
Compensation Methods
  • Based on Assets, Flat Fee

Education

Masters of Business Administration - Finance
  • Lehigh University
    01/2000 - 06/2003
Bachelor of Science - Chemical Engineering
  • Penn State University
    08/1993 - 12/1997

Disclosures

https://schuylkillfinancial.com/disclosure.html

BASIC INFORMATION NEEDED FOR THE INQUIRY