Jason DeLorenzo (CRD# 6988661) is an Investment Advisor Representative working at Ad Deum Funds, LLC in South Riding, VA and has over 5 years of experience in the finance industry, specializing in derivatives products. Mr. DeLorenzo has traded options since 2010, emphasizing the edge of knowing option dealer positioning using his Volland platform. Mr. DeLorenzo has spent 16 years as a statistician and investment analyst with the US Government, and is a certified cost analyst with the Institute of Cost Estimators and Analysts. Mr. DeLorenzo also has a Masters of Arts in Economics from George Mason University, and a Bachelor of Science in Economics from Seton Hall University.
CRD# 4092356
David Wealth Management, LLC
CRD# 2247685
Equitable Advisors, LLC
CRD# 5969842
Reframe Wealth, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Regulus Group, LLC | Washington, DC | Jul 2017 - Current | 6 |
| Management, Consulting, And Research LLC | Washington, DC | Nov 2016 - Jul 2017 | < 1 |
| Logistics Management Institute | Tysons, VA | Jan 2014 - Nov 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2018 |
- TN
- VA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$75,484
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other
TN, VA
Investment Advisory Services offered through Ad Deum Funds, LLC ("Ad Deum Funds", "Ad Deum") dba Wizard of Ops, a Registered Investment Advisor. Please contact us at [email protected] to learn more about our services.
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