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Jason John Zahorenko

EQUIUS PARTNERS, INC.·NOVATO, California
Unclaimed Profile
3 HAMILTON LANDING, NOVATO, CA 94949CRD# 4131760Firm CRD# 110450
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About

Jason John Zahorenko is a registered financial advisor based in NOVATO, California, affiliated with EQUIUS PARTNERS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EQUIUS PARTNERS, INC.
EQUIUS PARTNERS, INC.
AUM
$1.0B
Regulatory assets under management
Employees
14
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4131760
Firm CRD# 110450
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason John Zahorenko offer?
Jason John Zahorenko specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NOVATO, California for a consultation.
What are Jason John Zahorenko's credentials?
Jason John Zahorenko is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason John Zahorenko located?
Jason John Zahorenko is based in NOVATO, California, working with EQUIUS PARTNERS, INC.. Their office serves clients in the NOVATO metropolitan area and surrounding communities.
How does Jason John Zahorenko charge for services?
Jason John Zahorenko's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EQUIUS PARTNERS, INC.?
EQUIUS PARTNERS, INC. has approximately 14 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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