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Jason Harris Lohe

SAFEGUARD FINANCIAL AND INSURANCE SERVICES·SAN RAMON, California
Clean recordSAFEGUARD FINANCIAL AND INSURANCE SERVICES
2603 CAMINO RAMON SUITE 200, SAN RAMON, CA 94583CRD# 4439076Firm CRD# 140184

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Harris Lohe · SAN RAMON, CA
Registration
CRD #4439076 · SAFEGUARD FINANCIAL AND INSURANCE SERVICES
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Harris Lohe is a registered financial advisor based in SAN RAMON, California, affiliated with SAFEGUARD FINANCIAL AND INSURANCE SERVICES. 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
Introduction

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03

Firm Overview

Firm
SAFEGUARD FINANCIAL AND INSURANCE SERVICES
SAFEGUARD FINANCIAL AND INSURANCE SERVICES
AUM
$29M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at SAFEGUARD FINANCIAL AND INSURANCE SERVICES →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4439076
Firm CRD# 140184
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Harris Lohe offer?
Jason Harris Lohe specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAMON, California for a consultation.
What are Jason Harris Lohe's credentials?
Jason Harris Lohe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Harris Lohe located?
Jason Harris Lohe is based in SAN RAMON, California, working with SAFEGUARD FINANCIAL AND INSURANCE SERVICES. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Jason Harris Lohe charge for services?
Jason Harris Lohe's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SAFEGUARD FINANCIAL AND INSURANCE SERVICES?
SAFEGUARD FINANCIAL AND INSURANCE SERVICES has approximately 1 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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