Jason Semeleng has been Managing Member & Chief Compliance Officer of Calabasas Advisory Group since May 2017, is a control person of the firm and directly owns between 50% and 75% of it. Jason Semeleng holds a BS in Business Administration from California State University, Northridge.
Calabasas Advisory Group, LLC is a Westlake Village, CA firm with $250M under management, 488 clients and 2 advisers in one office, as of its February 2026 filing.
Jason Semeleng of Semeleng Financial Services has been providing personalized financial services, including comprehensive financial planning and investment management, for over 20 years.
Jason Semeleng’s longest registration was 14 years at Ameriprise Financial Services, Inc. (2002–2017). Before joining Calabasas Advisory Group in 2017, Jason Semeleng was registered through Ameriprise Financial Services, Inc.
- – present · 9 yearsWestlake Village, CA · Adviser representative · Firm CRD 288224
- Ameriprise Financial Services, Inc.– · 14 yearsCalabasas, CA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Calabasas Advisory Group
- ChFC®
Investment adviser representative registrations
Jason Semeleng is registered as an investment adviser representative in California, since May 2017.
- CaliforniaSince 2 May 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 16 December 1998 |
| Series 63 | Uniform Securities Agent State Law Examination | 27 February 1998 |
| Series 7 | General Securities Representative Examination | 27 August 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Nils Semeleng
- CRD
- 2901578
- Firm
- Calabasas Advisory Group · CRD 288224
- Role
- Managing Member & Chief Compliance Officer
- Office
- 32107 LINDERO CANYON RD., SUITE #133, Westlake Village, CA 91361
- Registration
- Investment adviser registration
- In the industry since
- August 1997
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- semelengfinancialservices.com
Where does Jason Semeleng work?
Jason Semeleng has been Managing Member & Chief Compliance Officer of Calabasas Advisory Group, LLC since May 2017, and is a control person of the firm.
Is Jason Semeleng a financial advisor?
Yes. Jason Semeleng has a current investment-adviser registration in California, through Calabasas Advisory Group since May 2017.
How many years of experience does Jason Semeleng have?
Jason Semeleng has 29 years in the financial industry, since August 1997, across 2 adviser firms.
What exams has Jason Semeleng passed?
Jason Semeleng has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in August 1997. FINRA credited Jason Semeleng with the SIE, which began in October 2018.
Where did Jason Semeleng work before Calabasas Advisory Group?
Before Calabasas Advisory Group, Jason Semeleng was registered through Ameriprise Financial Services, Inc., May 2002 to May 2017.
Where is Jason Semeleng based?
Jason Semeleng’s registered office is in Westlake Village, CA.
Is Jason Semeleng registered with FINRA?
No. Jason Semeleng has no current broker registration.
How can I verify Jason Semeleng’s record?
Search CRD 2901578 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Semeleng’s full registration record.