Jason Phillip Sulkosky
Investment adviser representative at Directional Financial Services
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$11.5MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Directional Financial ServicesOct 2015 to now
- Empirical Wealth MgmtJan 2014 to now
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (WA).
Directional Financial Services
Legal name: Directional Financial Services, LLC
$11.5MAssets managed
34Clients
4Advisers
12 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
- 4013916
- Firm CRD
- 171903