CFO & Managing Partner · Pure Financial Advisors, LLC
Jason T. Carver
CRD 6928603 · Named on Form ADV at one SEC-registered adviser
At a glance
Pure Financial Advisors, LLC, an SEC-registered wealth manager based in SAN Diego, CA with $11.1 billion in regulatory assets, lists Jason T. Carver on its Form ADV as CFO & Managing Partner, a control person.
Firms and roles
- Pure Financial Advisors, LLCCFO & Managing PartnerWealth manager · SAN Diego, CA · $11B in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joseph D. AndersonCEO, Pure Financial Advisors, LLC
- Danielle L. MartinCCO, Pure Financial Advisors, LLC
- Brian K. PerryExecutive Vice President & CIO, Pure Financial Advisors, LLC
- Eugene H. Elias JrPresident, Pure Financial Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.