Unclaimed Profile

Jason Eric Luhan

BISON ADVISORS, LLC·HARTWELL, Georgia

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 65, Series 66, Series 99Clean record17 years registeredBISON ADVISORS, LLC

122 W. FRANKLIN ST., HARTWELL, GA 30643CRD# 5483636Firm CRD# 299805

Profile Verification

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

Identity

Jason Eric Luhan · HARTWELL, GA

Registration

CRD #5483636 · BISON ADVISORS, LLC · 17 years registered

Brand Profile

Not yet started

Career History

CAPITAL INVESTMENT GROUP, INC.

Mar 2024 – present

CAPITAL INVESTMENT ADVISORY SERVICES, LLC

Mar 2024 – present

PROTOOLS

Oct 2022 – Nov 2025

NEWPORT BEACH, CA

PACIFIC FINANCIAL GROUP, LLC

May 2019 – Mar 2024

Newport Beach, CA

THE PACIFIC FINANCIAL GROUP, INC.

May 2019 – Mar 2024

Newport Beach, CA

WESTPARK CAPITAL, INC.

Jul 2018 – Mar 2019

Newport Beach, CA

EQIS CAPITAL MANAGEMENT

Oct 2015 – May 2018

SAN RAFAEL, CA

FINANCIAL WEST GROUP

Jul 2014 – Apr 2015

WESTLAKE VILLAGE, CA

CENTAURUS FINANCIAL, INC.

Jan 2009 – Jul 2014

ANAHEIM, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 65

Series 66

Series 99

Registration record

First registered · January 6, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BISON ADVISORS, LLC

CRD 299805 · SEC 801-114547

AUM

$1.2B

Regulatory assets under management

Employees

6,352 client accounts

Services offered by BISON ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BISON ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Eric Luhan offer?

Jason Eric Luhan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HARTWELL, Georgia for a consultation.

What are Jason Eric Luhan's credentials?

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

Where is Jason Eric Luhan located?

Jason Eric Luhan is based in HARTWELL, Georgia, working with BISON ADVISORS, LLC. Their office serves clients in the HARTWELL metropolitan area and surrounding communities.

How does Jason Eric Luhan charge for services?

Jason Eric Luhan'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 BISON ADVISORS, LLC?

BISON ADVISORS, LLC has approximately 39 employees and manages $1.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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