Jason Eric Luhan

Current Employers

Capital Investment Advisory Services, Llc

100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-03-06

CA RA
APPROVED

Since 2024-03-06

Branch Locations

Laguna Beach, CA • United States

100 E. Six Forks Road Suite 200, Raleigh, NC 27609 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Eqis Capital Management, Inc.	San Rafael	CA	05/2015	04/2018
Axiom Capital Management, Inc.	New York	NY	09/2016	11/2017
Westpark Capital Inc.	Newport Beach	CA	07/2018	08/2018
The Pacific Financial Group	Bellevue	WA	08/2018	02/2024
Emerson Equity Llc	San Mateo	CA	07/2020	03/2022
Protools, Llc	Newport Beach	CA	09/2022	02/2024
Capital Investment Group, Inc	Raleigh	NC	03/2024	Present
Capital Investment Advisory Services, Llc	Raleigh	NC	03/2024	Present

05/2015 → 04/2018

Eqis Capital Management, Inc.

San Rafael, CA
09/2016 → 11/2017

Axiom Capital Management, Inc.

New York, NY
07/2018 → 08/2018

Westpark Capital Inc.

Newport Beach, CA
08/2018 → 02/2024

The Pacific Financial Group

Bellevue, WA
07/2020 → 03/2022

Emerson Equity Llc

San Mateo, CA
09/2022 → 02/2024

Protools, Llc

Newport Beach, CA
03/2024 → Present

Capital Investment Group, Inc

Raleigh, NC
03/2024 → Present

Capital Investment Advisory Services, Llc

Raleigh, NC

Previous Registrations

2022-10-07 → 2025-11-18

Protools

Nashville, TN
2019-05-29 → 2024-03-08

The Pacific Financial Group, Inc.

Newport Beach, CA

Nashville, TN
2019-05-30 → 2024-03-08

Pacific Financial Group, Llc

Newport Beach, CA
2018-07-02 → 2019-03-21

Westpark Capital, Inc.

Irvine, CA
2015-10-21 → 2018-05-10

Freedom Investment Management, Inc.

South Windsor, CT
2014-07-17 → 2015-04-21

Financial West Group

Westlake Village, CA
2009-01-06 → 2014-07-16

Centaurus Financial, Inc.

Anaheim, CA

Other Businesses

1.) LAW OFFICES OF JASON LUHAN, ATTORNEY, SINCE DEC 2007, 1881 VON KARMAN AVE, IRVINE CA 92614, SOLE PROPRIETOR, GENERAL LEGAL SERVICES. 20-60 HRS/MON DURING NON-TRADING HRS. NON-INVESTMENT RELATED 2.) COMPLIANCE CONSULTANT, SINCE SEPT 2016, VIRTUAL OFFICE, SOLE PROPRIETOR, CONSULT ON COMPLIANCE MATTERS FOR RIAS AND BDS, INVESTMENT RELATED, 20-60 HRS/MON DURING NON-TRADING HOURS. 3.) REAL ESTATE BROKER, SINCE AUG 2016, 18881 VON KARMAN AVE, IRVINE CA 92614, SOLE PROPRIETOR, SERVE AS PROPERTY MANAGER AND GENERAL BROKERAGE SERVICES, 20-60 HRS /MON, MOSTLY DURING NON-TRADING HRS, NON-INVESTMENT RELATED. 4.) IGRE CAPITAL HOLDINGS, LLC, 831 STATE STREET, STE280, SANTA BARBARA, CA 93101. START 2018. SPONSOR TO PRIVATE REAL ESTATE FUNDS. INVESTMENT RELATED. NO ACTIVE ROLE IN OPERATIONS, 32% NON-MANAGER, PASSIVE OWNER. 5. EYEBALLS FINANCIAL, INC., 1100 CAMBRIDGE LANE, NEWPORT BEACH, CA 92660, START 2018. NOT INVESTMENT RELATED. NO ACTIVE ROLE IN OPERATIONS, 5% NON-MANAGER, PASSIVE OWNER.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-12-27
S66	Uniform Combined State Law Examination	2008-12-19

S65 Uniform Investment Adviser Law Examination

2016-12-27
S66 Uniform Combined State Law Examination

2008-12-19

View on SEC IAPD