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Jason Matthew Butler

Cercano Management LLC

Bellevue, WA

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Current Employers
Cercano Management Llc

1110 112Th Avenue Ne Suite 202, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-25
TX RA APPROVED 2026-03-25
WA RA APPROVED 2026-01-30
  • CA RA
    APPROVED
    Since 2026-03-25
  • TX RA
    APPROVED
    Since 2026-03-25
  • WA RA
    APPROVED
    Since 2026-01-30

Branch Locations

1110 112Th Avenue Ne Suite 202, Bellevue, WA 98004 • 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
OrganizationCityStateFromTo
Jpmorgan Securities, Llc. Dallas TX 11/2017 02/2021
Jp Morgan Chase Bank Dallas TX 12/2014 01/2021
Charles Schwab & Co., Inc. Westlake TX 02/2021 12/2025
Charles Schwab Bank, Ssb Westlake TX 02/2021 12/2025
Cercano Management Llc Bellevue WA 12/2025 Present
  • 11/2017 → 02/2021
    Jpmorgan Securities, Llc.
    Dallas, TX
  • 12/2014 → 01/2021
    Jp Morgan Chase Bank
    Dallas, TX
  • 02/2021 → 12/2025
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 02/2021 → 12/2025
    Charles Schwab Bank, Ssb
    Westlake, TX
  • 12/2025 → Present
    Cercano Management Llc
    Bellevue, WA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-15
S63 Uniform Securities Agent State Law Examination 2018-03-23
  • S66 Uniform Combined State Law Examination
    2021-03-15
  • S63 Uniform Securities Agent State Law Examination
    2018-03-23
Designations
Other Names
  • Jason M Butler
  • Jason M. Butler
  • Jason Matthew Butler

View on SEC IAPD

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