Unclaimed Profile

Jason Brandon Leach

PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC·HERMOSA BEACH, California

SIE, Series 7, Series 63, Series 66CFAClean record16 years registeredPACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC

2447 PACIFIC COAST HIGHWAY, HERMOSA BEACH, CA 90254CRD# 2828476Firm CRD# 311351

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Brandon Leach · HERMOSA BEACH, CA

Registration

CRD #2828476 · PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC · 16 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC

THE KEETON GROUP

Feb 2019 – Mar 2019

DALLAS, TX

AXA ADVISORS, LLC

Feb 2018 – Sep 2018

FORT WORTH, TX

JBL WEALTH ADVISORY

Jul 2013 – Sep 2017

PLANO, TX

CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT LLC

Jun 2012 – Jun 2013

DALLAS, TX

WFG ADVISORS, LP

Feb 2010 – Jun 2013

DALLAS, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 66

Registration record

First registered · February 23, 2010

Years registered · 16

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC

CRD 311351 · SEC 801-122126

AUM

$1.1B

Regulatory assets under management

Employees

8 client accounts

Services offered by PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC

Per Form ADV

Pension consulting

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

View all advisors at PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC →

Introduction

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Frequently Asked Questions

What services does Jason Brandon Leach offer?

Jason Brandon Leach specializes in Retirement Planning.

What are Jason Brandon Leach's credentials?

Jason Brandon Leach holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Brandon Leach located?

Jason Brandon Leach is based in HERMOSA BEACH, California, last registered with PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC.

How does Jason Brandon Leach charge for services?

Jason Brandon Leach's firm is compensated through percentage of aum, performance-based fees, other: portfolio company service level fees and transaction fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC?

PACIFIC AVENUE CAPITAL PARTNERS MANAGEMENT COMPANY LLC has approximately 22 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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