Jason Derosa (CRD# 6163158) is an Investment Advisor Representative working at Trifound Advisory LLC in Kalamazoo, MI and has over 10 years of experience in the finance industry. Jason Derosa has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5287793
Huntington Financial Advisors
CRD# 6573407
Lpl Financial LLC
CRD# 6332865
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Trifound Advisory LLC | Fort Myers, FL | Apr 2020 - Current | 4 |
| Aewealth Management | Topeka, KS | Feb 2020 - Mar 2021 | 1 |
| Grace Capital Management, LLC | Fort Myer, FL | Nov 2016 - Mar 2020 | 3 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jul 2015 - Oct 2016 | 1 |
| Morgan Stanley | Naples, FL | Mar 2015 - Oct 2016 | 1 |
| Suntrust Bank | Naples, FL | Feb 2008 - Feb 2015 | 7 |
| Suntrust Investment Services, Inc. | Atlanta, GA | Feb 2013 - Oct 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2013 |
| S66 | NASAA Uniform Combined State Law Examination | May 2015 |
- AL
- AR
- FL
- GA
- IL
- IN
- MI
- NJ
- PA
- TN
- TX
- WA
-
Total Assets Under Management103MILLIONS
-
Total Number of Accounts1,449ACCOUNTS
-
Average Account Value$71,066
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AL, AR, FL, GA, IL, IN, MI, NJ, PA, TN, TX, WA
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