Jason Matthew Lazarow

Employer firm

Lazarow Wealth Management CRD 286172

$14.9M regulatory AUM 43 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 11/2015 → 01/2017
  Fortress Investment Advisors
  Tucson, AZ
• 12/2016 → Present
  Lazarow Wealth Management Llc
  Tucson, AZ

Previous Registrations

• 2016-01-06 → 2017-01-27
  Fortress Financial Solutions, Llc
  Tucson, AZ
• 2014-12-17 → 2015-08-21
  Bancwest Investment Services, Inc.
  Tucson, AZ
  Winslow, AZ
  Tucson, AZ
  Page, AZ
  Eagar, AZ
  Holbrook, AZ
  Tucson, AZ
  Marana, AZ
• 2011-08-23 → 2014-12-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Tucson, AZ
• 2009-12-02 → 2011-09-06
  Morgan Stanley
  Tucson, AZ

Exams

• S66 Uniform Combined State Law Examination
  2009-07-17