Jason Sayles has been an investment adviser representative at Capital Markets IQ since September 2017, and is not listed among the firm’s executive officers or direct owners.
Capital Markets Iq, LLC is a firm with $571M under management, 884 clients and 20 advisers across 19 offices, as of its July 2026 filing.
Jason Sayles’ longest registration is the current one, 9 years at Capital Markets IQ since 2017. Before joining Capital Markets IQ in 2017, Jason Sayles was registered through Hajek Advisory Consultants, LLC.
- Capital Markets Iq, LLCCurrent– present · 9 yearsSt. Petersburg, FL · Adviser representative · Firm CRD 134921
- Hajek Advisory Consultants, LLC– · 1 yearSt. Petersburg, FL · Adviser representative · Firm CRD 170621
Investment adviser representative registrations
Jason Sayles is registered as an investment adviser representative in 6 states, as a resident of Texas. The first approvals date from September 2017; the most recent is North Carolina, in August 2023.
- CaliforniaSince 5 December 2018
- FloridaSince 22 September 2017
- LouisianaSince 28 January 2022
- North CarolinaSince 3 August 2023
- South CarolinaSince 8 December 2022
- TexasResidentSince 10 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 August 2014 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 14 December 2004 |
| Series 11 | Assistant Representative-Order Processing Qualification Exam | 30 August 2003 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Assistant Representative-Order Processing Qualification Exam
- Full name
- Jason Daniel Sayles
- CRD
- 4140191
- Firm
- Capital Markets IQ · CRD 134921
- Office
- 5308 Central Avenue, St. Petersburg, FL 33707
- Registration
- Investment adviser registration
- In the industry since
- May 2005
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Sayles work?
Jason Sayles is an investment adviser representative registered through Capital Markets Iq, LLC since September 2017, and is not listed among the firm’s executive officers or direct owners.
Is Jason Sayles a financial advisor?
Yes. Jason Sayles has a current investment-adviser registration in California, Florida, Louisiana, North Carolina, South Carolina and Texas, through Capital Markets IQ since September 2017.
How many years of experience does Jason Sayles have?
Jason Sayles has 21 years in the financial industry, since May 2005, across 2 adviser firms.
What exams has Jason Sayles passed?
Jason Sayles has passed 3 licensing exams: the Series 11, Series 6 and Series 65. The earliest, the Series 11, was passed in August 2003.
Where did Jason Sayles work before Capital Markets IQ?
Before Capital Markets IQ, Jason Sayles was registered through Hajek Advisory Consultants, LLC, November 2014 to October 2016.
Where is Jason Sayles based?
Jason Sayles’ registered office is in St. Petersburg, FL.
Is Jason Sayles registered with FINRA?
No. Jason Sayles has no current broker registration.
How can I verify Jason Sayles’ record?
Search CRD 4140191 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Sayles’ full registration record.