Marcus Jasso

Current Employers

Employment History

• 07/2015 → 02/2019
  Lpl Financial, Llc
  Houston, TX
• 08/2015 → 02/2019
  Sovereign Wealth Advisors, Llc
  Houston, TX
• 03/2019 → Present
  Overlook Park Wealth, Llc
  Humble, TX
• 01/2019 → 12/2019
  Raiser, Llc
  San Francisco, CA
• 03/2019 → 09/2020
  Overlook Park Wealth, Llc
  Humble, TX
• 09/2020 → Present
  Marcus Jasso/Timeshare Property
  Weston, FL
• 10/2020 → Present
  Humble Anointing Oil Company
  Humble, TX
• 01/2023 → Present
  Marcus Jasso, Sole Proprietor
  Humble, TX
• 08/2024 → Present
  Marcus Jasso, Sole Proprietor
  Humble, TX
• 09/2025 → Present
  Humble Middle School Pto
  Humble, TX

Previous Registrations

• 2015-08-04 → 2019-03-20
  Sovereign Wealth Advisors Llc
  Houston, TX
• 2012-10-01 → 2015-07-07
  J.P. Morgan Securities Llc
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
  Houston, TX
• 2012-04-19 → 2012-10-01
  Chase Investment Services Corp.
  Houston, TX
  Houston, TX
• 2002-11-05 → 2012-02-24
  Ameriprise Financial Services, Llc
  Shavano Park, TX
  San Antonio, TX
  Sugar Land, TX
  Houston, TX
  Sugar Land, TX

Other Businesses

1. Marcus Jasso- Sole proprietor; No; Humble, TX; Team Building & Coaching; Owner; 01/2023; 40/MO; 25/MO 2. Humble Anointing Oil Company; not investment related; Humble, TX; religious gift/novelty; owner; start date 10/2020; approximately 12 hours/month; 0 during securities trading; managing e-commerce site and fulfilling e-orders 3. Marcus Jasso/Timeshare Property; not investment related; Weston, FL; timeshare real estate; property owner; start date 09/2020; less than 1 hour/month; 0 during securities trading; collect rent 4. Marcus Jasso, Sole proprietor; Yes; Humble, TX; Independent Insurance Sales; Insurance Agent; 08/2024; 10/ HRS MO; 0/ HRS MO 5. Humble Middle School PTO; No; Humble, TX; President; Parent Teacher Organization; started 09/2025; 3 hours per/month; 0 during trading hours

Exams

• S66 Uniform Combined State Law Examination
  2002-03-07