Jason Lavarias (CRD# 4666332) is an Investment Advisor Representative working at Fitzwilliams Wealth Management Inc. in Chesapeake, VA and has over 20 years of experience in the finance industry.
CRD# 5685783
Martello Investments, LLC
CRD# 6445258
Fidelity Personal And Workplace Advisors
CRD# 6157085
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fitzwilliams Wealth Management | Chesapeake, VA | Nov 2021 - Current | 2 |
| Fitwilliams Financial Inc. | Chesapeake, VA | Nov 2018 - Current | 5 |
| Indoor Skydiving Virginia, Llc Dba Ifly Va Beach | Virginia Beach, VA | Mar 2014 - Current | 10 |
| Ae Wealth Management, LLC | Topeka, KS | Dec 2018 - Nov 2021 | 2 |
| Intervest International Equities Corporation | Colorado Springd, CO | Mar 2016 - Oct 2018 | 2 |
| Intervest International, Inc. | Colorado Springs, CO | Mar 2016 - Oct 2018 | 2 |
| U.s. Naval Reserve | Norfolk, VA | Jul 2009 - Aug 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2003 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2005 |
- TX
- VA
-
Total Assets Under Management75MILLIONS
-
Total Number of Accounts329ACCOUNTS
-
Average Account Value$226,793
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
FL, NC, TX, VA
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