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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Dodzik is an investment advisor representative with over 20 years of experience in the financial services industry. Jason is currently registered with Gallagher Fiduciary Advisors, LLC and is also registered in Virginia as an Investment Advisor Representative. Jason has a diverse background and has held positions at several firms including Triad Advisors, Independent Financial Group, LLC, and Purshe Kaplan Sterling Investments. Jason specializes in working with high-net-worth individuals, pension and profit-sharing plans, corporations and other businesses, and state or municipal government entities. Jason holds a Series 6, 63, 65, 99TO and SIE licenses.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
VA
07/13/2023 - Present
Gallagher Fiduciary Advisors, LLC (Richmond VA)
VA
07/24/2023 - 08/23/2024
TRIAD ADVISORS LLC (Richmond VA)
VA
09/19/2018 - 07/14/2023
INDEPENDENT FINANCIAL GROUP, LLC (Virginia Beach VA)
VA
08/30/2013 - 09/17/2018
PURSHE KAPLAN STERLING INVESTMENTS (PORTSMOUTH VA)
VA
09/02/2011 - 09/03/2013
NEXT FINANCIAL GROUP, INC. (VIRGINIA BEACH VA)
VA
01/23/2009 - 09/21/2011
SECURITIES AMERICA, INC. (VIRGINIA BEACH VA)
VA
04/03/2006 - 01/23/2009
BRECEK & YOUNG ADVISORS, INC. (VIRGINIA BEACH VA)
TX
04/23/2004 - 04/04/2006
NEXT FINANCIAL GROUP, INC. (HOUSTON TX)
NJ
03/20/2002 - 04/22/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
IA
Issued 12/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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