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Chief Compliance Officer & Chief Operating Officer · Scharf Investments, LLC

Jason A. Marcus

CRD 5657165 · Named on Form ADV at one SEC-registered adviser

At a glance

Scharf Investments, LLC, an SEC-registered asset manager based in LOS Gatos, CA with $4.2 billion in regulatory assets, lists Jason A. Marcus on its Form ADV as Chief Compliance Officer & Chief Operating Officer.

Firms and roles

  • Scharf Investments, LLCChief Compliance Officer & Chief Operating OfficerAsset manager · LOS Gatos, CA · $4.2B 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
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

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.