Jason Luse has been an investment adviser representative at Moss, Luse & Womble since March 2010, and is not listed among the firm’s executive officers or direct owners. Jason Luse holds a Bachelor of Science in Accounting from the University of North Texas, a Bachelor of Business Administration in Finance from the University of North Texas and a Master of Science in Accounting from the University of North Texas.
Moss, Luse & Womble, LLC is a Plano, TX firm with $803M under management, 874 clients and 21 advisers in one office, as of its September 2026 filing.
Jason Luse is Partner of Moss, Luse & Womble, LLC. He began his career as a tax accountant focusing on small businesses and medium-sized corporations. Before co-founding the firm he was a financial planner at a Dallas-based firm focusing on dental professionals, and he has nearly two decades of experience advising in the dental industry.
Jason Luse’s longest registration is the current one, 16 years at Moss, Luse & Womble since 2010. Before joining Moss, Luse & Womble in 2010, Jason Luse was registered through Cain, Watters & Associates, P.L.L.C.
- Moss, Luse & Womble, LLCCurrent– present · 16 yearsPlano, TX · Adviser representative · Firm CRD 152841
- Cain, Watters & Associates, P.L.L.C.– · 4 yearsDallas, TX · Adviser representative · Firm CRD 111521
Professional designations
Listed by Moss, Luse & Womble
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Jason Luse is registered as an investment adviser representative in 2 states. The first approvals date from March 2010; the most recent is Louisiana, in November 2010.
- LouisianaSince 12 November 2010
- TexasSince 5 March 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 7 November 2005 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Stanton Luse
- CRD
- 5085662
- Firm
- Moss, Luse & Womble · CRD 152841
- Office
- 5160 TENNYSON PARKWAY, SUITE 2000W, Plano, TX 75024
- Registration
- Investment adviser registration
- In the industry since
- March 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mosslusewomble.com
Where does Jason Luse work?
Jason Luse is an investment adviser representative registered through Moss, Luse & Womble, LLC since March 2010, and is not listed among the firm’s executive officers or direct owners.
Is Jason Luse a financial advisor?
Yes. Jason Luse has a current investment-adviser registration in Louisiana and Texas, through Moss, Luse & Womble since March 2010.
How many years of experience does Jason Luse have?
Jason Luse has 20 years in the financial industry, since March 2006, across 2 adviser firms.
What exams has Jason Luse passed?
Jason Luse passed the Series 65 in November 2005.
Where did Jason Luse work before Moss, Luse & Womble?
Before Moss, Luse & Womble, Jason Luse was registered through Cain, Watters & Associates, P.L.L.C., January 2006 to January 2010.
Where is Jason Luse based?
Jason Luse’s registered office is in Plano, TX.
Is Jason Luse registered with FINRA?
No. Jason Luse has no current broker registration.
How can I verify Jason Luse’s record?
Search CRD 5085662 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Luse’s full registration record.
