Jason Youngworth Zalarick

Employer firm

Synergy Asset Management, LLC CRD 117201

$1.30B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 12/2012 → 02/2020
  Equity Advisor Solutions
  Denver, CO
• 02/2020 → Present
  Synergy Financial Management, Llc
  Bellevue, WA

Previous Registrations

• 2011-08-16 → 2012-11-14
  Strategic Advisers Llc
  Millburn, NJ
• 2009-09-22 → 2011-07-29
  Advisors Asset Management, Inc.
  Berkeley Heights, NJ

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-10-17
• S63 Uniform Securities Agent State Law Examination
  1999-01-25

Other Names

• Jason Youngworth Zalanck
• Jason David Zalarick