Jason Alexander Terhune
Investment adviser representative at Capital Advantage, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm 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 assets
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.
- Capital Advantage, Inc.Jul 2022 to now
- JPMorgan Chase Bank, N.A.Jul 2017 to Jul 2022
- Charles Schwab & Co., Inc.Nov 2015 to Jul 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Capital Advantage, Inc.
$1.3BAssets managed
667Clients
8Advisers
28 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
- 5988106
- Firm CRD
- 108985