Jason Draut
Harborlight Investments · El Cerrito, California
Jason Draut is a fee-only financial advisor at Harborlight Investments in El Cerrito, California, who holds the CFP credential. Harborlight Investments reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Harborlight Investments |
|---|---|
| Based in | El Cerrito, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $105.8M across 304 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6357125 |
| Exams passed | Series 65 (2014) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.harborlightinvestments.com |
| Profile |
How Jason's firm compares
- Harborlight Investments's average account is about $348,000, from its Form ADV (assets managed divided by 304 accounts).
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Questions about Jason
Is Jason Draut a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Harborlight Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Harborlight Investments, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Jason Draut based?
Jason Draut is based in El Cerrito, California.
What credentials does Jason Draut hold?
Jason Draut holds the CFP credential.
Is Jason Draut registered with the SEC?
Yes. Jason Draut is registered as an investment adviser representative in CA (CRD 6357125), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Harborlight Investments manage?
Harborlight Investments reports $105.8M across 304 accounts in assets under management.
How do I contact Jason Draut?
Through Jason's website, www.harborlightinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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