Jason Daniel Sayles
Investment adviser representative at Capital Markets Iq, LLC
18 yearsExperience
6 statesRegistered in
$571.4MFirm assets
17 yearsFirm in business
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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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Capital Markets Iq, LLCSep 2017 to now
- Captial Markets IqMay 2017 to now
- Catapult Creative Consulting, LLCDec 2016 to now
- Hajek Cpa PaDec 2008 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
State registrations
Registered as an investment adviser representative in 6 states (CA, FL, LA, NC, SC, TX).
Capital Markets Iq, LLC
$571.4MAssets managed
884Clients
19Advisers
17 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
- 4140191
- Firm CRD
- 134921