Unclaimed Profile

Jason Owen Stauffer

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.·VALENCIA, California

Series 65Clean record12 years registeredCRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

26650 THE OLD ROAD, VALENCIA, CA 91381CRD# 6249528Firm CRD# 142180

Profile Verification

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

Identity

Jason Owen Stauffer · VALENCIA, CA

Registration

CRD #6249528 · CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. · 12 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

CRITERION WEALTH MANAGEMENT

Oct 2013 – Dec 2017

VALENCIA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · October 12, 2013

Years registered · 12

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

CRD 142180 · SEC 801-67247

AUM

$58M

Regulatory assets under management

Employees

107 client accounts

Services offered by CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Jason Owen Stauffer offer?

Jason Owen Stauffer specializes in Investment Management.

What are Jason Owen Stauffer's credentials?

Jason Owen Stauffer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Owen Stauffer located?

Jason Owen Stauffer is based in VALENCIA, California, last registered with CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC..

How does Jason Owen Stauffer charge for services?

Jason Owen Stauffer's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC.?

CRITERION WEALTH MANAGEMENT INSURANCE SERVICES, INC. has approximately 3 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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