AdvisorOS Directory
Claim Profile
Unclaimed Profile
JL

Jason Stanton Luse

MOSS, LUSE & WOMBLE, LLC·PLANO, Texas
Series 65Clean record20 years registeredMOSS, 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 · 20 years registered
Brand Profile
Not yet started
01

Career History

MOSS, LUSE & WOMBLE, LLC
Mar 2010 – present
CAIN, WATTERS & ASSOCIATES, P.L.L.C.
Jan 2006 – Jan 2010
DALLAS, TX
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 12, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MOSS, LUSE & WOMBLE, LLC
CRD 152841 · SEC 801-114973
AUM
$436M
Regulatory assets under management
Employees
36
1,867 client accounts
Services offered by MOSS, LUSE & WOMBLE, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MOSS, LUSE & WOMBLE, LLC →
Introduction

Speak with Jason

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Jason is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in PLANO?

Browse all registered financial advisors in PLANO, Texas or claim this profile if it's yours.

Browse PLANO AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at MOSS, LUSE & WOMBLE, LLC

Jeffrey Matthew Moss
PLANO, TX
Michael Avery Womble
PLANO, TX

More Advisors in PLANO, Texas

Taylor Ross Herzog
TYTHON CAPITAL, LLC·PLANO, TX
CFA
Brandon Lance Troegle
HILLCREST ASSET MANAGEMENT LLC·PLANO, TX
Mark Evan Mitchell
CAPROCK CAPITAL, LLC·PLANO, TX
Kenneth Alfred Moraif
RPOA ADVISORS, INC.·PLANO, TX
Richard Barry Freeman
BBAE ADVISORS LLC·PLANO, TX
Clark Christopher Hatton
MMWKM ADVISORS, LLC·PLANO, TX
CFP

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Texas
DALLAS (832)HOUSTON (806)AUSTIN (497)SAN ANTONIO (225)FORT WORTH (165)THE WOODLANDS (73)ADDISON (38)FRISCO (30)IRVING (30)SOUTHLAKE (29)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Request removal of this profile