Jason Matthew Butler
Investment adviser representative at Cercano Management LLC
12 yearsExperience
3 statesRegistered in
CFP® certification, PFSDesignations
$7.3BFirm 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 feePerformance-based
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.
- Cercano Management LLCDec 2025 to now
- Charles Schwab & Co., Inc.Feb 2021 to Dec 2025
- Charles Schwab Bank, SsbFeb 2021 to Dec 2025
- JPMorgan Securities, LLC.Nov 2017 to Feb 2021
- JP Morgan Chase BankDec 2014 to Jan 2021
Designations
- CFP® certification
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CA, TX, WA).
Cercano Management LLC
$7.3BAssets managed
33Clients
1Advisers
4 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
- 5146821
- Firm CRD
- 315897