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Jason Lazurick

Schuylkill Financial LLC

600 Eagleview Blvd.
Suite 300

Exton, PA 19341

484-318-7188

Independent, Transparent, Fiduciary, No Hidden Fees

About Schuylkill Financial LLC

Our partnership was founded on the basis of having a positive impact on people's lives through investment and financial planning. We bring sophisticated planning techniques to busy individuals who lack the time to do it themselves, with over 40 years of combined banking and Wall Street experience. Client portfolios are carefully crafted using our expertise in market research, Individual Retirement Accounts, wealth management, college planning and estate planning.

See Disclosures

General Information

Firm Start Year

2007

No. of Employees

2-4

CRD#

4782267

Firm CRD#

143052

Insurance License#

465566

Name of Custodial Firm

Fidelity Investments

States Licensed in

PA

Years of Experience in Financial Services

18

Number of Years with Current Firm

14

Work Experience

18 Years of Experience

Work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

Investment Advice & Management, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Advice & Consulting

Services

Investment Types

Bonds, Mutual Funds, Stocks, Exchange Traded Funds (ETFs)

Can meet clients in the following ways

Our Office, Email, Video Conference, Phone

Compliance

Registered Investment Advisor

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

MBA

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

Life, Accident, Disability, Variable Annuity, Variable Life, Long Term Care, Annuity

Firm Information

Advisor's Number of Clients

38

Advisor's Number of Managed Clients

38

Advisor's Number of Planning Clients

38

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250,000

Compensation Methods

Flat Fee

Education

Masters of Business Administration - Finance

Lehigh University
01/2000 - 06/2003

Bachelor of Science - Chemical Engineering

Penn State University
08/1993 - 12/1997

Disclosures

FinancialAdvisor.net provides referrals to financial professionals. FinancialAdvisor.net is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for FinancialAdvisor.net to make these referrals, resulting in a conflict of interest.

https://schuylkillfinancial.com/disclosure.html

Additional Detailed Disclosures

https://www.financialadvisor.net/disclosure/1886925/financialadvisor-schuylkill-financial-llc-detailed-disclosure