Jason Tafoya
CRD Number: 5807693Current Firm: The H Group Washington, Inc.
Compensation Model: Fee Only
Jason Tafoya (CRD# 580769) is a fee only financial planner working at The H Group in Bellevue, WA. He has been working in the financial planning industry since 2010 and has taken additional exams to become a CERTIFIED FINANCIAL PLANNER™ professional. CFP® professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
CRD# 6758430
Middleton & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The H Group Washington, Inc. | Bellevue, WA | Mar 2019 - Current | 5 |
| Evergreen Wealth, LLC | Bellevue, WA | Aug 2015 - Current | 8 |
| Cs Planning Corp | Portland, OR | Dec 2016 - Dec 2019 | 3 |
| Lpl Financial LLC | Bellevue, WA | Mar 2015 - Dec 2016 | 1 |
| Stratos Wealth Partners | Bellevue, WA | Mar 2015 - Dec 2016 | 1 |
| Commonwealth Financial Network | Waltham, MA | Feb 2012 - Mar 2015 | 3 |
| Commonwealth Financial Network | Waltham, MA | Aug 2011 - Mar 2015 | 3 |
| Cape Point Wealth & Tax Management | Seattle, WA | Apr 2010 - Mar 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Feb 2012 |
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Total Assets Under Management224MILLIONS
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Total Number of Accounts749ACCOUNTS
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Average Account Value$298,657
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
LA, OR, TX, WA
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