Jason Sikma
Lake Avenue Financial · Shoreline, Washington
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.
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Facts
| Firm | Lake Avenue Financial |
|---|---|
| Based in | Shoreline, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $154.7M across 731 accounts |
| SEC registration | Investment adviser representative in WA · CRD 5970951 |
| Exams passed | Series 65 (2016) · Series 66 (2013) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | alexchalekian.com |
How Jason's firm compares
- Lake Avenue Financial's average account is about $212,000, from its Form ADV (assets managed divided by 731 accounts).
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Questions about Jason
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.
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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