Jason E. Luhan

Director/General Chief Counsel​​

Mr. Luhan serves as a Director and Chief Legal Counsel.  Over the course of his career he has served in various leadership, legal and operational roles throughout the financial services and real estate industries.  

 

From 2018 to the present, he has also served as the Chief Compliance Officer and General Counsel of The Pacific Financial Group, a mutual fund complex and FinTech platform.  From 2015 to 2018, Jason served as the Chief Compliance officer and Chief Legal officer of EQIS Capital Management, Inc., and President and Chief Compliance Officer of EQIS Securities, LLC (2017 to 2018), where he developed and implemented legal and compliance programs in support of a rapidly growing turn-key asset management firm.  

 

From 2014 to 2015, Mr. Luhan served as the Chief Operating Officer and General Counsel of Financial West Investment Group, Inc. a FINRA member broker-dealer.  From 2007 to 2014, Mr. Luhan was with Centaurus Financial, Inc., a FINRA member broker-dealer where he began as an Associate Counsel for advisory services, and later becoming a Senior Vice President, Managing Director of the firm’s advisory platform and ultimately Corporate Counsel.  

 

Since 2008, Mr. Luhan has served as Vice President, Real Estate Brokerage for multifamily, senior living and assisted living property management companies.  Mr. Luhan received his Bachelors of Business Administration from University of San Diego and his Juris Doctor from Chapman University School of Law.  

 

Mr. Luhan also maintains his Series 7, 66, 65, 24, 53 and 99 FINRA Registrations, is a member of the California bar and is a licensed real estate broker in California, Nevada and Colorado.