DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Jason Eric Luhan

Capital Investment Advisory Services, LLCBD affiliatedLaguna Beach, Ca dual registrantIAPD 5483636

Feed of 09/15/2026

At current firm

2 y

since Mar 6, 2024

In the industry

17 y

since Dec 19, 2008 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66, S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Capital Investment Advisory Services, LLC BD affiliated current
since Mar 6, 2024 · Laguna Beach, Ca
Protools unclassified
Oct 7, 2022 to Nov 18, 2025 · Nashville, Tn
Pacific Financial Group, LLC asset manager
May 30, 2019 to Mar 8, 2024 · Newport Beach, Ca
The Pacific Financial Group, Inc. independent RIA
May 29, 2019 to Mar 8, 2024 · Newport Beach, Ca
Westpark Capital, Inc. independent RIA
Jul 2, 2018 to Mar 21, 2019 · Irvine, Ca
Freedom Investment Management, Inc. independent RIA
Oct 21, 2015 to May 10, 2018 · South Windsor, Ct
Financial West Group former
Jul 17, 2014 to Apr 21, 2015 · Westlake Village, Ca
Centaurus Financial, Inc. BD affiliated
Jan 6, 2009 to Jul 16, 2014 · Anaheim, Ca

Moves

a registration end followed by a registration begin elsewhere

Protools to Capital Investment Advisory Services, LLC
left Nov 18, 2025, registered Mar 6, 2024 (-622 days) · Other
Pacific Financial Group, LLC to Protools
left Mar 8, 2024, registered Oct 7, 2022 (-518 days) · Other
The Pacific Financial Group, Inc. to Pacific Financial Group, LLC
left Mar 8, 2024, registered May 30, 2019 (-1744 days) · Other
Westpark Capital, Inc. to The Pacific Financial Group, Inc.
left Mar 21, 2019, registered May 29, 2019 (69 days) · RIA to RIA
Freedom Investment Management, Inc. to Westpark Capital, Inc.
left May 10, 2018, registered Jul 2, 2018 (53 days) · RIA to RIA
Financial West Group to Freedom Investment Management, Inc.
left Apr 21, 2015, registered Oct 21, 2015 (183 days) · Other
Centaurus Financial, Inc. to Financial West Group
left Jul 16, 2014, registered Jul 17, 2014 (1 days) · Other

Signals

Jason Eric Luhan left Protools for Capital Investment Advisory Services, Llc (registered 2024-03-06)
Nov 18, 2025 · Advisor changed firm · fact
Jason Eric Luhan left The Pacific Financial Group, Inc. for Pacific Financial Group, Llc (registered 2019-05-30)
Mar 8, 2024 · Advisor changed firm · fact
Jason Eric Luhan left Pacific Financial Group, Llc for Protools (registered 2022-10-07)
Mar 8, 2024 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 17derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address