JASON A PRATTES FINANCIAL INC

JASON A PRATTES FINANCIAL INC of NEWPORT BEACH, CA is an SEC-registered investment adviser (CRD 298746). Regulatory assets under management: $243.6M.

Registration

• CRD: 298746
• SEC file number: 801-124726
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 298746 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search