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RIA / WealthAdvisor24 years in industry

MARCUS JASSO

Advisor at OVERLOOK PARK WEALTH, LLC

HUMBLE, TX

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Search this name across graphsid dfx:ria:197a339c-ddf4-dded-d4db-af87e14418ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 5, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: OVERLOOK PARK WEALTH, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 7, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Mar 7, 2002
First registration: Nov 5, 2002
Dual registered: no
IAPD individual key: 4312112

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
OVERLOOK PARK WEALTH, LLC	State registered	Apr 18, 2019	n/a	yes	HUMBLE, TX	Current employment
SOVEREIGN WEALTH ADVISORS LLC	Independent wealth	Aug 4, 2015	Mar 20, 2019	no	HOUSTON, TX	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Jul 7, 2015	no	HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX\|HOUSTON, TX	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Apr 19, 2012	Oct 1, 2012	no	HOUSTON, TX\|HOUSTON, TX	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 5, 2002	Feb 24, 2012	no	SHAVANO PARK, TX\|SAN ANTONIO, TX\|Sugar Land, TX\|HOUSTON, TX\|SUGAR LAND, TX	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
SOVEREIGN WEALTH ADVISORS LLC	OVERLOOK PARK WEALTH, LLC	Mar 20, 2019	Apr 18, 2019	29	Firm change	RIA to state RIA
J.P. MORGAN SECURITIES LLC	SOVEREIGN WEALTH ADVISORS LLC	Jul 7, 2015	Aug 4, 2015	28	Firm change	Wirehouse to new firm
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CHASE INVESTMENT SERVICES CORP.	Feb 24, 2012	Apr 19, 2012	55	Firm change	Other

Relationships

Registered with (5)

→ OVERLOOK PARK WEALTH, LLCRegistered adviserregistration: current employment
Apr 18, 2019 to presentfactForm ADV
→ SOVEREIGN WEALTH ADVISORS LLCRegistered adviserregistration: previous registration
Aug 4, 2015 to Mar 20, 2019factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Oct 1, 2012 to Jul 7, 2015factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Apr 19, 2012 to Oct 1, 2012factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 5, 2002 to Feb 24, 2012factForm ADV

Dated events

No dated event names this entity yet.