Jason David Tanz
Investment adviser representative at Preisz Financial
11 yearsExperience
1 stateRegistered in
$701.7MFirm assets
7 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
- Seminars and workshops
Experience
11 years in the industry.
- LPL FinancialMar 2025 to now
- Preisz FinancialFeb 2025 to now
- Phillips and CompanyJul 2022 to Feb 2025
- UnemployedApr 2022 to Jul 2022
- Ameriprise Financial Services LLCMay 2021 to Apr 2022
- UnemployedFeb 2021 to May 2021
- Clear Financial PartnersJul 2020 to Feb 2021
- Northwestern Mutual Investment Services LLCMay 2020 to Jul 2020
- Northwestern Mutual Life Insurance CompanyFeb 2020 to May 2020
- UnemployedJun 2019 to Feb 2020
- HalftheclothesJun 2018 to Sep 2018
- Oregon State UniversitySep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (OR).
Preisz Financial
Legal name: Preisz Associates, Inc.
$701.7MAssets managed
346Clients
9Advisers
7 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
- 7224816
- Firm CRD
- 144469