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Jason Stanton Luse

MOSS, LUSE & WOMBLE, LLC·PLANO, Texas
Clean recordMOSS, LUSE & WOMBLE, LLC
5160 TENNYSON PARKWAY, PLANO, TX 75024CRD# 5085662Firm CRD# 152841

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Jason Stanton Luse · PLANO, TX
Registration
CRD #5085662 · MOSS, LUSE & WOMBLE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Jason Stanton Luse is a registered financial advisor based in PLANO, Texas, affiliated with MOSS, LUSE & WOMBLE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MOSS, LUSE & WOMBLE, LLC
MOSS, LUSE & WOMBLE, LLC
AUM
$436M
Regulatory assets under management
Employees
36
Total firm employees
View all advisors at MOSS, LUSE & WOMBLE, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5085662
Firm CRD# 152841
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jason Stanton Luse offer?
Jason Stanton Luse specializes in Financial Planning, Investment Management. Contact their office in PLANO, Texas for a consultation.
What are Jason Stanton Luse's credentials?
Jason Stanton Luse is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jason Stanton Luse located?
Jason Stanton Luse is based in PLANO, Texas, working with MOSS, LUSE & WOMBLE, LLC. Their office serves clients in the PLANO metropolitan area and surrounding communities.
How does Jason Stanton Luse charge for services?
Jason Stanton Luse'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 MOSS, LUSE & WOMBLE, LLC?
MOSS, LUSE & WOMBLE, LLC has approximately 36 employees and manages $436M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MOSS, LUSE & WOMBLE, LLC

Stefanie Janine Moss
ADDISON, TX
Jeffrey Matthew Moss
PLANO, TX
Michael Avery Womble
PLANO, TX

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