Jason Paul Berube
Investment adviser representative at Encompass More Asset Management LLC
11 yearsExperience
1 stateRegistered in
$984.9MFirm assets
4 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 assetsHourlySubscriptionFixed 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.
- H&r BlockJan 2024 to now
- Encompass More Asset Management LLCNov 2023 to now
- Cornerstone Wealth Consulting Services, LLCDec 2020 to now
- ForefrontNov 2022 to Apr 2023
- Strategy Marketplace LLCMar 2022 to May 2022
- Guardian Wealth Advisors, LLCDec 2019 to Dec 2020
- Insight Financial StrategistsJun 2019 to Dec 2020
- Self-employed ConsultantJan 2019 to May 2019
- Mutual of Omaha Investor ServicesAug 2018 to Dec 2018
- Mutual of Omaha Insurance CompanyJul 2018 to Dec 2018
- Jacobs Corner Sports Bar and GrillMar 2018 to Jul 2018
- Lighthouse Capital LLCFeb 2017 to Mar 2018
- Mass Mutual Life Insurance CompanyJul 2015 to Nov 2016
- MML Investors ServicesJul 2015 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 1 state (MA).
Encompass More Asset Management LLC
$984.9MAssets managed
4,008Clients
85Advisers
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
- 5515400
- Firm CRD
- 322382