Jason Warren Ceyanes
Investment adviser representative at Encompass Advisory Services, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$121.3MFirm 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Encompass Advisory Services, LLCMay 2019 to now
- University of Houston - Clear LakeAug 2018 to now
- The Leaders Group IncMay 2021 to Aug 2023
- Modern Woodmen of AmericaOct 2011 to May 2019
- Mwa Financial Services Inc.Oct 2011 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Encompass Advisory Services, LLC
$121.3MAssets managed
433Clients
7Advisers
1 yearIn 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
- 5994336
- Firm CRD
- 283574