Jason Warren Ceyanes

Employer firm

Encompass Advisory Services, LLC CRD 283574

$121M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 05/2019
  Modern Woodmen Of America
  Rock Island, IL
• 10/2011 → 05/2019
  Mwa Financial Services Inc.
  Rock Island, IL
• 08/2018 → Present
  University Of Houston - Clear Lake
  Houston, TX
• 05/2021 → 08/2023
  The Leaders Group Inc
  Littleton, CO
• 05/2019 → Present
  Encompass Advisory Services Llc
  Katy, TX
• 11/2017 → 05/2019
  Mwa Financial Services Inc.
  Rock Island, IL

Previous Registrations

• 2017-12-12 → 2019-05-16
  Mwa Financial Services Inc.
  Katy, TX
  Spring, TX
  Katy, TX
  Katy, TX
  Spring, TX
  Katy, TX
  College Station, TX
  College Station, TX

Other Businesses

-INDEPENDENT INSURANCE AGENT - 5/15/2019 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - Agent, Sale life insurance and LTC, Not Invt Rel, Insurance business, 5 hrs/mo; 3 hrs/mo during trading hours. Brief description of duties: Sales of annuities and life, disability and long-term care insurance. -ENCOMPASS ADVISORY SERVICES, LLC - 5/15/2019 - 23114 Seven Meadows Pkwy, Katy, TX 77494 - President/CEO/CFO, Outside RIA, Invt Rel, RIA, 160 hrs/mo; 160 hrs/mo during trading hours. -UNIVERSITY OF HOUSTON - CLEAR LAKE - 8/5/2021 - 2700 Bay Area Blvd, Houston, TX - Professor, Teaching personal money management course, Not Invt Rel, Education, 5 hrs/mo; 0 hrs/mo (during trading hours).

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-11-20

Designations

• Certified Financial Planner

Other Names

• Jason Warren Ceyanes