Jason Ceyanes has been President, Chief Executive Officer, Chief Financial Officer, Manager of Encompass Advisory Services since March 2024, is a control person of the firm and directly owns 75% or more of it. Jason Ceyanes holds a Bachelor's Degree in Biological Sciences from the University of Houston–Clear Lake, a Master's Degree in Educational Mid-Management from the University of Houston–Clear Lake and a Ph.D. in Educational Administration from Texas A&M University.
Encompass Advisory Services, LLC is a Katy, TX firm with $121M under management, 433 clients and 7 advisers in one office, as of its September 2026 filing.
Jason W. Ceyanes, Sr. is President/CEO/CFO of Encompass Advisory Services. He joined the firm in 2019 and is its majority managing ownership partner. Previously he was a representative at MWA Financial Services for over seven years, serving as Managing Partner, Senior Investment Advisor, Registered Representative and Investment Advisor Representative. Before financial services, he was a public-school educator for 18 years, including five years as a small school superintendent.
Jason Ceyanes’ longest registration is the current one, 7 years at Encompass Advisory Services since 2019. Before joining Encompass Advisory Services in 2019, Jason Ceyanes was registered through Mwa Financial Services, Inc.
- – present · 7 yearsKaty, TX · Adviser representative · Firm CRD 283574
- Mwa Financial Services, Inc.– · 1 yearKaty, TX · Adviser representative · Firm CRD 112630
Professional designations
Listed by Encompass Advisory Services
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Certified Kingdom Advisor® (CKA®)
Investment adviser representative registrations
Jason Ceyanes is registered as an investment adviser representative in 2 states. The first approvals date from May 2019; the most recent is California, in September 2024.
- CaliforniaSince 23 September 2024
- TexasSince 20 May 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 4 January 2014 |
| Series 7 | General Securities Representative Examination | 12 August 2012 |
| Series 26 | Investment Company Products/Variable Contracts Principal Examination | 27 May 2012 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 21 November 2011 |
| Series 63 | Uniform Securities Agent State Law Examination | 20 November 2011 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Investment Company Products/Variable Contracts Principal Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jason Warren Ceyanes
- CRD
- 5994336
- Firm
- Encompass Advisory Services · CRD 283574
- Role
- President, Chief Executive Officer, Chief Financial Officer, Manager
- Office
- 23114 SEVEN MEADOWS PARKWAY, Katy, TX 77494
- Registration
- Investment adviser registration
- In the industry since
- November 2011
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- easadvice.com
Where does Jason Ceyanes work?
Jason Ceyanes has been President, Chief Executive Officer, Chief Financial Officer, Manager of Encompass Advisory Services, LLC since March 2024, and is a control person of the firm.
Is Jason Ceyanes a financial advisor?
Yes. Jason Ceyanes has a current investment-adviser registration in California and Texas, through Encompass Advisory Services since May 2019.
How many years of experience does Jason Ceyanes have?
Jason Ceyanes has 14 years in the financial industry, since November 2011, across 2 adviser firms.
What exams has Jason Ceyanes passed?
Jason Ceyanes has passed 5 licensing exams: the Series 63, Series 6, Series 26, Series 7 and Series 24. The earliest, the Series 63, was passed in November 2011. FINRA credited Jason Ceyanes with the SIE, which began in October 2018.
Where did Jason Ceyanes work before Encompass Advisory Services?
Before Encompass Advisory Services, Jason Ceyanes was registered through Mwa Financial Services, Inc., December 2017 to May 2019.
Where is Jason Ceyanes based?
Jason Ceyanes’ registered office is in Katy, TX.
Is Jason Ceyanes registered with FINRA?
No. Jason Ceyanes has no current broker registration.
Is Jason Ceyanes a CFP?
Encompass Advisory Services lists Jason Ceyanes with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Jason Ceyanes’ record?
Search CRD 5994336 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Ceyanes’ full registration record.
