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Jason David Derosa

Trifound Advisory LLC

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About Jason David Derosa

Jason Derosa is a financial advisor with Trifound Advisory LLC. Jason has been in the financial industry for more than 10 years, previously working at firms like Morgan Stanley and SunTrust Investment Services. Jason is a Certified Financial Planner and holds Series 6, 7, 63, and 66 licenses. Jason specializes in providing financial planning and portfolio management services to individuals, high net worth individuals, and charitable organizations.

Firm Information

Jason Derosa is currently registered with Trifound Advisory LLC. Trifound Advisory LLC is an investment advisor headquartered in California, with 7 licensed agents and 5 investment advisor representatives. The firm manages approximately $102,975,320 in assets for 1,449 clients, primarily individuals other than high-net-worth, charitable organizations, and high-net-worth individuals. Trifound Advisory LLC offers financial planning and portfolio management services for individuals.

$102.98M

Assets Under Management

5

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

A percentage of assets under advisement

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Jason Derosa’s Registration & Firm History

MI

01/19/2021 - Present

Trifound Advisory LLC (KALAMAZOO MI)

FL

04/27/2015 - 10/04/2016

MORGAN STANLEY (MARCO ISLAND FL)

FL

04/09/2013 - 10/02/2014

SUNTRUST INVESTMENT SERVICES, INC. (MARCO ISLAND FL)

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Licenses & Designations

BOTH

Issued 05/14/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/04/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/27/2015

Series 7 - General Securities Representative Examination

BC

Issued 04/08/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason David Derosa.
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