Jason Scarcella has been an investment adviser representative at The Advisory Resource Group since December 2017, and is not listed among the firm’s executive officers or direct owners. Jason Scarcella holds a Bachelor's degree from Baylor University and a Master's degree from Rice University.
The Advisory Resource Group, LLC is a Tulsa, OK firm with $927M under management, 709 clients and 6 advisers across 4 offices, as of its March 2026 filing.
Jason Scarcella is Managing Partner of the Houston office of Compass Pointe Financial. He co-founded the firm in 2002 with his father-in-law, Randy Steele. In 2008 he returned to Texas and opened the firm's Houston office, located in the Houston Energy Corridor.
Jason Scarcella’s longest registration was 12 years at Sii Investments, Inc. (2005–2017). Before joining The Advisory Resource Group in 2017, Jason Scarcella was registered through Sii Investments, Inc.
- – present · 8 yearsHouston, TX · Adviser representative · Firm CRD 290110
- Sii Investments, Inc.– · 12 yearsBartlesville, OK · Adviser representative · Firm CRD 2225
Investment adviser representative registrations
Jason Scarcella is registered as an investment adviser representative in Texas, since December 2017.
- TexasSince 1 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 July 2005 |
| Series 24 | General Securities Principal Examination | 30 December 2002 |
| Series 7 | General Securities Representative Examination | 31 July 2000 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 May 2000 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 9 May 2000 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Bradley Scarcella
- CRD
- 4182188
- Firm
- The Advisory Resource Group · CRD 290110
- Office
- 14811 Saint Mary's Lane, Suite 175, Houston, TX 77079
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2000
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
- Firm bio
- cpfguide.com
Where does Jason Scarcella work?
Jason Scarcella is an investment adviser representative registered through The Advisory Resource Group, LLC since December 2017, and is not listed among the firm’s executive officers or direct owners.
Is Jason Scarcella a financial advisor?
Yes. Jason Scarcella has a current investment-adviser registration in Texas, through The Advisory Resource Group since December 2017.
How many years of experience does Jason Scarcella have?
Jason Scarcella has 26 years in the financial industry, since May 2000, across 2 adviser firms.
What exams has Jason Scarcella passed?
Jason Scarcella has passed 5 licensing exams: the Series 63, Series 6, Series 7, Series 24 and Series 66. The earliest, the Series 63, was passed in May 2000. FINRA credited Jason Scarcella with the SIE, which began in October 2018.
Where did Jason Scarcella work before The Advisory Resource Group?
Before The Advisory Resource Group, Jason Scarcella was registered through Sii Investments, Inc., November 2005 to December 2017.
Where is Jason Scarcella based?
Jason Scarcella’s registered office is in Houston, TX.
Is Jason Scarcella registered with FINRA?
Yes. Jason Scarcella has a current broker registration, under CRD 4182188.
Source: FINRA BrokerCheck
How can I verify Jason Scarcella’s record?
Search CRD 4182188 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jason Scarcella’s full registration record.