# JASON A PRATTES FINANCIAL INC

JASON A PRATTES FINANCIAL INC of NEWPORT BEACH, CA is an SEC-registered investment adviser.

## Registration

- CRD: 298746
- Type: SEC-registered investment adviser
- SEC file number: 801-124726
- Location: 620 NEWPORT CENTER DRIVE, SUITE 1100, NEWPORT BEACH, CA, 92660
- Phone: 949-271-6333
- Latest filing: 2026-04-06
- Regulatory AUM: $243.6M
- Discretionary AUM: $183.4M
- Non-discretionary AUM: $60.1M
- Clients: 5
- Accounts: 105

## Business model

- Compensation: % of AUM, Hourly, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Investment cos

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jason Andrew Prattes | CHIEF EXECUTIVE OFFICER | — |
| Larry Yu | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| PRATTES JASON ANDREW | CHIEF EXECUTIVE OFFICER | — |
| YU LARRY | VICE PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298746/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298746/similar
- Related entities: https://search.stillhousedata.com/firm/298746/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298746

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.