# Jason Sikma

> Jason Sikma is a fee-only financial advisor at Lake Avenue Financial in Shoreline, Washington. Lake Avenue Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-sikma/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lake Avenue Financial
- **Based in:** Shoreline, Washington
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $154.7M across 731 accounts
- **CRD:** 5970951 (https://adviserinfo.sec.gov/individual/summary/5970951)
- **SEC registration:** Investment adviser representative in WA
- **Exams passed:** Series 65 (2016), Series 66 (2013)
- **Firm size:** 5 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://alexchalekian.com/

## Frequently asked questions

### Is Jason Sikma a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Lake Avenue Financial 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, Lake Avenue Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jason Sikma based?

Jason Sikma is based in Shoreline, Washington.

### Is Jason Sikma registered with the SEC?

Yes. Jason Sikma is registered as an investment adviser representative in WA (CRD 5970951), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Lake Avenue Financial manage?

Lake Avenue Financial reports $154.7M across 731 accounts in assets under management.

### How do I contact Jason Sikma?

Through Jason's website, alexchalekian.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5970951): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.