Jason Houghton has been an investment adviser representative at Sunrise Financial Services since May 2025, and is not listed among the firm’s executive officers or direct owners.
Sunrise Financial Services LLC is a Burien, WA firm with $151M under management, 271 clients and 3 advisers in one office, as of its April 2026 filing.
- – present · 1 yearBurien, WA · Adviser representative · Firm CRD 325955
Investment adviser representative registrations
Jason Houghton is registered as an investment adviser representative in Washington, since May 2025.
- WashingtonSince 22 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 April 2025 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 September 2002 |
| Series 7 | General Securities Representative Examination | 29 August 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason P Houghton
- CRD
- 4540207
- Firm
- Sunrise Financial Services · CRD 325955
- Office
- 431 SW AMBAUM BLVD, Burien, WA 98166
- Registration
- Investment adviser registration
- In the industry since
- May 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Houghton work?
Jason Houghton is an investment adviser representative registered through Sunrise Financial Services LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jason Houghton a financial advisor?
Yes. Jason Houghton has a current investment-adviser registration in Washington, through Sunrise Financial Services since May 2025.
How many years of experience does Jason Houghton have?
Jason Houghton has 1 year in the financial industry, since May 2025, across 1 adviser firm.
What exams has Jason Houghton passed?
Jason Houghton has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 2002.
Where is Jason Houghton based?
Jason Houghton’s registered office is in Burien, WA.
Is Jason Houghton registered with FINRA?
No. Jason Houghton has no current broker registration.
How can I verify Jason Houghton’s record?
Search CRD 4540207 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Houghton’s full registration record.