Jason Thomas Cyza
Investment adviser representative at Svb Wealth
11 yearsExperience
1 stateRegistered in
$3.1BFirm assets
12 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Svb WealthJul 2025 to now
- First Citizens BankApr 2024 to now
- First Citizens Investor ServicesOct 2023 to now
- Bancwest Investment Services, Inc.Jan 2020 to Oct 2023
- Bank of the WestJan 2020 to Oct 2023
- Pruco Securities LLCJul 2018 to Jan 2020
- The Prudential Insurance Company of AmericaJul 2018 to Jan 2020
- Bancwest Investment ServicesSep 2015 to Aug 2018
- Bank of the WestSep 2015 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NE).
Svb Wealth
Legal name: Svb Wealth LLC
$3.1BAssets managed
1,101Clients
80Advisers
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
- 4903293
- Firm CRD
- 172832