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Jason Palomares Lavarias

Fitzwilliams Wealth Management Inc.

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About Jason Palomares Lavarias

Jason Lavarias is an investment advisor representative at Fitzwilliams Wealth Management Inc. Jason has been in the securities industry since 2003 and has held various positions at different firms. Jason is currently registered with the state of Texas and Virginia. Jason specializes in providing financial planning, portfolio management for individuals and businesses. Jason has a diverse clientele, including high-net-worth individuals, individuals other than high-net-worth, and self-directed brokerage accounts. Jason's current firm, Fitzwilliams Wealth Management Inc., manages over $74 million in assets.

Firm Information

Jason Lavarias is currently registered with Fitzwilliams Wealth Management Inc.. Fitzwilliams Wealth Management Inc. is a registered investment advisor with 4 investment advisor representatives and 2 licensed agents. The firm manages approximately $74.6 million in regulatory assets under management, primarily for individuals, including high-net-worth individuals. They provide financial planning and portfolio management services for individuals and businesses.

$74.61M

Assets Under Management

Not reported

Total Clients

4

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Jason Lavarias’s Registration & Firm History

VA

12/01/2021 - Present

Fitzwilliams Wealth Management Inc. (CHESAPEAKE VA)

VA

03/14/2016 - 11/27/2018

INTERVEST INTERNATIONAL EQUITIES CORPORATION (Virginia Beach VA)

VA

10/07/2013 - 04/14/2014

LINCOLN FINANCIAL ADVISORS CORPORATION (VIRGINIA BEACH VA)

VA

06/02/2003 - 07/11/2013

FIRST COMMAND FINANCIAL PLANNING, INC. (VIRGINIA BEACH VA)

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Licenses & Designations

IA

Issued 06/23/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2008

Series 7 - General Securities Representative Examination

BC

Issued 05/30/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Palomares Lavarias.
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