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.

Current firm

CERCANO MANAGEMENT LLC

Current firm class

asset managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 1, 2014earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

3

Designations

Certified Financial Planner|Personal Financial Specialist

Exams

S63|S66

First exam

Mar 23, 2018

First registration

Mar 15, 2021

Dual registered

no

Other names

JASON M BUTLER|Jason M. Butler|JASON MATTHEW BUTLER

IAPD individual key

5146821

• Occurred

  Dec 23, 2025
  Advisor changed firm

  Jason Matthew Butler left Charles Schwab & Co., Inc. for Cercano Management Llc (registered 2026-01-30)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e2edf66a-da3b-3608-0136-2b9238e7229e

First observed

Mar 15, 2021

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.