Unclaimed Profile

Jason Nils Semeleng

CALABASAS ADVISORY GROUP, LLC·WESTLAKE VILLAGE, California

SIE, Series 7, Series 63, Series 65ChFCClean record24 years registeredCALABASAS ADVISORY GROUP, LLC

32107 LINDERO CANYON RD., WESTLAKE VILLAGE, CA 91361CRD# 2901578Firm CRD# 288224

Profile Verification

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

Identity

Jason Nils Semeleng · WESTLAKE VILLAGE, CA

Registration

CRD #2901578 · CALABASAS ADVISORY GROUP, LLC · 24 years registered

Brand Profile

Not yet started

Career History

CALABASAS ADVISORY GROUP, LLC

May 2017 – present

AMERIPRISE FINANCIAL SERVICES, INC.

May 2002 – May 2017

CALABASAS, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Registration record

First registered · May 31, 2002

Years registered · 24

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CALABASAS ADVISORY GROUP, LLC

CRD 288224 · SEC 801-110430

AUM

$222M

Regulatory assets under management

Employees

1,126 client accounts

Services offered by CALABASAS ADVISORY GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CALABASAS ADVISORY GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Nils Semeleng offer?

Jason Nils Semeleng specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTLAKE VILLAGE, California for a consultation.

What are Jason Nils Semeleng's credentials?

Jason Nils Semeleng holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Jason Nils Semeleng located?

Jason Nils Semeleng is based in WESTLAKE VILLAGE, California, working with CALABASAS ADVISORY GROUP, LLC. Their office serves clients in the WESTLAKE VILLAGE metropolitan area and surrounding communities.

How does Jason Nils Semeleng charge for services?

Jason Nils Semeleng's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CALABASAS ADVISORY GROUP, LLC?

CALABASAS ADVISORY GROUP, LLC has approximately 2 employees and manages $222M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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