Jason P Houghton
Investment adviser representative at Sunrise Financial Services LLC
11 yearsExperience
1 stateRegistered in
$151.2MFirm assets
1 yearFirm in business
Are you Jason P Houghton? Claim your profile
Contact this firm
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
11 years in the industry.
- Sunrise Financial Services LLCJun 2022 to now
- Sunrun Inc.Jan 2022 to May 2022
- Fortune PokerMay 2015 to Oct 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (WA).
Sunrise Financial Services LLC
$151.2MAssets managed
271Clients
3Advisers
1 yearIn 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
- 4540207
- Firm CRD
- 325955