AdFi
JS

Jason Sterzer

Investment Adviser Representative at Elysium Wealth Management, LLC

South Jordan, UTCRD #8084952Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason Sterzer is an investment adviser representative with Elysium Wealth Management, LLC in South Jordan, UT, where they have been registered since 2025, the year they entered the securities industry. They are registered to provide investment advice in Utah.

Office

1802 W South Jordan Parkway
South Jordan, UT 84095

Advisors at this office: 12

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Elysium Wealth Management, LLCCurrent
4/29/2025 – South Jordan, UT

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Utah Division of Securities
    May 2016 – Apr 2025Salt Lake City, UT
  2. Pearson Butler
    Apr 2025 – no end date reportedSouth Jordan, UT

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Elysium Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$100M–$500M

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
17
Offices listed on AdvisorFinder:
1
Main office:
South Jordan, UT
SEC file number:
801-129684

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 2, 2026

View full firm profile

Other advisors at Elysium Wealth Management, LLC

Showing 12 of 17 in the directory

View Elysium Wealth Management, LLC firm profile

Similar advisors in South Jordan, UT

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Sterzer has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Jason Sterzer (Elysium Wealth Management) - Advisor Profile