DFX Intelligence

Data Factory

RIA / WealthAdvisor30 years in industry

JASON FERRIS JEUNG

Advisor at SEACREST WEALTH MANAGEMENT, LLC

PURCHASE, NY | SAN FRANCISCO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:be36f1e2-a04f-a38b-91c6-18b72bdf25e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 17, 1998 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: SEACREST WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 19, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65|S63
First exam: Jan 19, 1996
First registration: Jul 17, 1998
Dual registered: no
IAPD individual key: 2690182

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
SEACREST WEALTH MANAGEMENT, LLC	Independent wealth	Jan 1, 2025	n/a	yes	PURCHASE, NY\|SAN FRANCISCO, CA	Current employment
OCCIDENTAL ASSET MANAGEMENT, LLC	Independent wealth	Dec 23, 2013	May 2, 2019	no	BURLINGAME, CA	Previous registration
SEACREST WEALTH MANAGEMENT, LLC	Independent wealth	May 10, 2012	Jan 7, 2014	no	SAN FRANCISCO, CA\|PURCHASE, NY	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Mar 19, 2012	Apr 17, 2012	no	San Francisco, CA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 17, 1998	Mar 30, 2012	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA	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
OCCIDENTAL ASSET MANAGEMENT, LLC	SEACREST WEALTH MANAGEMENT, LLC	May 2, 2019	Jan 1, 2025	2,071	Firm change after gap	RIA to RIA
SEACREST WEALTH MANAGEMENT, LLC	OCCIDENTAL ASSET MANAGEMENT, LLC	Jan 7, 2014	Dec 23, 2013	-15	Firm change	Other
RAYMOND JAMES & ASSOCIATES, INC.	SEACREST WEALTH MANAGEMENT, LLC	Apr 17, 2012	May 10, 2012	23	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RAYMOND JAMES & ASSOCIATES, INC.	Mar 30, 2012	Mar 19, 2012	-11	Firm change	Wirehouse to ibd

Relationships

Registered with (4)

→ SEACREST WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
May 10, 2012 to Jan 7, 2014factForm ADV
→ OCCIDENTAL ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Dec 23, 2013 to May 2, 2019factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Mar 19, 2012 to Apr 17, 2012factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 17, 1998 to Mar 30, 2012factForm ADV

Dated events

No dated event names this entity yet.