Jason Lazurick has been Partner of Schuylkill Financial since January 2007, is a control person of the firm and directly owns between 50% and 75% of it. Jason Lazurick holds a B.S. in Chemical Engineering from Penn State University and an MBA in Finance from Lehigh University.
Schuylkill Financial, LLC is a Wyomissing, PA firm with $124M under management, 127 clients and 2 advisers across 2 offices, as of its March 2026 filing.
Jason Lazurick is Partner / Financial Advisor of Schuylkill Financial. Lazurick co-founded Schuylkill Financial with Chris Makosch. Lazurick previously worked for Lucent Technologies and, in New York City, for Barclays Capital.
- Schuylkill Financial, LLCCurrent– present · 19 yearsDowningtown, PA · Adviser representative · Firm CRD 143052
Investment adviser representative registrations
Jason Lazurick is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from February 2007; the most recent is Texas, in April 2026.
- PennsylvaniaSince 21 February 2007
- TexasResidentSince 9 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 May 2006 |
| Series 7 | General Securities Representative Examination | 8 July 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 April 2004 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Full name
- Jason Scott Lazurick
- CRD
- 4782267
- Firm
- Schuylkill Financial · CRD 143052
- Role
- Partner
- Office
- Downingtown, PA
- Registration
- Investment adviser registration
- In the industry since
- February 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- schuylkillfinancial.com
Where does Jason Lazurick work?
Jason Lazurick has been Partner of Schuylkill Financial, LLC since January 2007, and is a control person of the firm.
Is Jason Lazurick a financial advisor?
Yes. Jason Lazurick has a current investment-adviser registration in Pennsylvania and Texas, through Schuylkill Financial since February 2007.
How many years of experience does Jason Lazurick have?
Jason Lazurick has 19 years in the financial industry, since February 2007, across 1 adviser firm.
What exams has Jason Lazurick passed?
Jason Lazurick has passed 3 licensing exams: the Series 63, Series 7 and Series 65. The earliest, the Series 63, was passed in April 2004.
Where is Jason Lazurick based?
Jason Lazurick’s registered office is in Downingtown, PA.
Is Jason Lazurick registered with FINRA?
No. Jason Lazurick has no current broker registration.
How can I verify Jason Lazurick’s record?
Search CRD 4782267 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Lazurick’s full registration record.
