Jason Nils Semeleng
Investment adviser representative at Calabasas Advisory Group, LLC
21 yearsExperience
1 stateRegistered in
ChFC®Designation
$249.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
21 years in the industry.
- Calabasas Advisory Group, LLCMay 2017 to now
- Calabasas Advisory Group, LLC dba Semeleng Financial ServicesMay 2017 to now
- Ameriprise Financial Services, Inc.Sep 2005 to May 2017
Designations
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (CA).
Calabasas Advisory Group, LLC
$249.5MAssets managed
488Clients
2Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2901578
- Firm CRD
- 288224