Jason Sikma has been an investment adviser representative at Lake Avenue Financial since July 2025, and is not listed among the firm’s executive officers or direct owners.
Lake Avenue Financial LLC is a Pasadena, CA firm with $155M under management, 294 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Jason Sikma’s longest registration was 6 years at Fidelity Personal and Workplace Advisors (2018–2025). Before joining Lake Avenue Financial in 2025, Jason Sikma was registered through Strategic Advisers LLC and Fidelity Personal and Workplace Advisors.
- Lake Avenue Financial LLCCurrent– present · 1 yearShoreline, WA · Adviser representative · Firm CRD 315746
- Strategic Advisers LLC– · under a yearShoreline, WA · Adviser representative · Firm CRD 104555
- Fidelity Personal and Workplace Advisors– · 6 yearsSeattle, WA · Adviser representative · Firm CRD 288590
- Strategic Advisers LLC– · 2 yearsSeattle, WA · Adviser representative · Firm CRD 104555
Investment adviser representative registrations
Jason Sikma is registered as an investment adviser representative in Washington, since July 2025.
- WashingtonSince 15 July 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 March 2016 |
| Series 66 | Uniform Combined State Law Examination | 22 October 2013 |
| Series 7 | General Securities Representative Examination | 10 June 2013 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Robert Sikma
- CRD
- 5970951
- Firm
- Lake Avenue Financial · CRD 315746
- Office
- Shoreline, WA
- Registration
- Investment adviser registration
- In the industry since
- August 2013
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Sikma work?
Jason Sikma is an investment adviser representative registered through Lake Avenue Financial LLC since July 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jason Sikma a financial advisor?
Yes. Jason Sikma has a current investment-adviser registration in Washington, through Lake Avenue Financial since July 2025.
How many years of experience does Jason Sikma have?
Jason Sikma has 13 years in the financial industry, since August 2013, across 3 adviser firms.
What exams has Jason Sikma passed?
Jason Sikma has passed 3 licensing exams: the Series 7, Series 66 and Series 65. The earliest, the Series 7, was passed in June 2013. FINRA credited Jason Sikma with the SIE, which began in October 2018.
Where did Jason Sikma work before Lake Avenue Financial?
Before Lake Avenue Financial, Jason Sikma was registered through Strategic Advisers LLC, March 2025 to June 2025; Fidelity Personal and Workplace Advisors, July 2018 to March 2025; Strategic Advisers LLC, March 2016 to July 2018.
Where is Jason Sikma based?
Jason Sikma’s registered office is in Shoreline, WA.
Is Jason Sikma registered with FINRA?
No. Jason Sikma has no current broker registration.
How can I verify Jason Sikma’s record?
Search CRD 5970951 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Sikma’s full registration record.
