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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.

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

I work with the following types of clients

Individual Investors, Businesses

Advisory Services Provided

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

Services

Investment Types

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

I can meet clients in the following ways

Via Email, Via Phone, At my office, Video Conference

Compliance

Registered Investment Advisor

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

MBA

Securities Licenses

Series 66, Series 7

Insurance and Annuity Licenses

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

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

https://schuylkillfinancial.com/disclosure.html