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Jaysen Louis Bohrod

Investment adviser representative at Pegasus Asset Management Inc
12 yearsExperience
1 stateRegistered in
CFADesignation
$553.6MFirm 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.

  • Portfolio management

Experience

12 years in the industry.

  1. Pegasus Asset Management, Inc.Jul 2022 to now
  2. Charles SchwabJun 2017 to Jun 2022
  3. Lafayette CollegeMar 2014 to Sep 2017

Designations

  • CFA

Exams passed

  • Series 66 · Uniform Combined State Law2018

State registrations

Registered as an investment adviser representative in 1 state (NJ).

Pegasus Asset Management Inc

$553.6MAssets managed
284Clients
1Advisers
63 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
6658924
Firm CRD
104766
Advisor's SEC record (opens in a new tab)
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