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.
Jason Matthew Lazarow
- Professional profile
- LINKEDIN.COM/IN/JASON-LAZAROW-13948413reportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Lazarow Wealth Management state registered currentsince Jan 6, 2017 · Tucson, Az
- Fortress Financial Solutions, LLC independent RIAJan 6, 2016 to Jan 27, 2017 · Tucson, Az
- Bancwest Investment Services, Inc. (Bwis) formerDec 17, 2014 to Aug 21, 2015 · Tucson, Az
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseAug 23, 2011 to Dec 1, 2014 · Tucson, Az
- Morgan Stanley wirehouseDec 2, 2009 to Sep 6, 2011 · Tucson, Az
- Fortress Financial Solutions, LLC to Lazarow Wealth Managementleft Jan 27, 2017, registered Jan 6, 2017 (-21 days) · RIA to a state-registered adviser
- Bancwest Investment Services, Inc. (Bwis) to Fortress Financial Solutions, LLCleft Aug 21, 2015, registered Jan 6, 2016 (138 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Bancwest Investment Services, Inc. (Bwis)left Dec 1, 2014, registered Dec 17, 2014 (16 days) · Other
- Morgan Stanley to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Sep 6, 2011, registered Aug 23, 2011 (-14 days) · Wirehouse to wirehouse
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 17derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address