Jason Eric Luhan
Investment adviser representative at Capital Investment Advisory Services, LLC
11 yearsExperience
1 stateRegistered in
$2.4BFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Capital Investment Advisory Services, LLCMar 2024 to now
- Capital Investment Group, IncMar 2024 to now
- Protools, LLCSep 2022 to Feb 2024
- Emerson Equity LLCJul 2020 to Mar 2022
- The Pacific Financial GroupAug 2018 to Feb 2024
- Westpark Capital Inc.Jul 2018 to Aug 2018
- Axiom Capital Management, Inc.Sep 2016 to Nov 2017
- Eqis Capital Management, Inc.May 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2008
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Capital Investment Advisory Services, LLC
$2.4BAssets managed
6,276Clients
103Advisers
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
- 5483636
- Firm CRD
- 149124