Jason Atwater, financial advisor Washington DC

Jason Atwater

CRD Number: 5993415
Current Firm: Icma Retirement Corporation

Jason Atwater (CRD# 5993415) is an Investment Advisor Representative working at Icma Retirement Corporation in Washington, DC and has over 9 years of experience in the finance industry. Jason Atwater 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.

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Professional Designations
Company Name Location Dates Years
Icma-rc Services, LLC Washington, DC Dec 2015 - Current 5
Shoreline Financial Advisors, LLC Guilford, CT Aug 2012 - Dec 2015 3
Morgan Stanley Smith Barney Madison, CT Oct 2011 - Aug 2012 < 1
N/a Guilford, CT Jun 2011 - Sep 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2011
S63 Uniform Securities State Law Examination Nov 2016
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jason P. Atwater
Phone Number: 202-962-4600
Registered State(s):
  • CT
  • DE
  • ME
  • MA
  • NH
  • NJ
  • NY
  • PA
  • RI
  • VT
By the Numbers
  • Total Assets Under Management
    713
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $713,237,766
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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