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Jason S Joffe

Inlight Wealth

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About Jason S Joffe

Jason Joffe is an investment advisor representative at Inlight Wealth, located in Atlanta, GA. Jason has been in the industry since 2000 and has held previous roles at Morgan Stanley and Citigroup Global Markets Inc. Jason holds the Series 7, Series 31, and Series 66 securities licenses. Jason specializes in portfolio management for individuals and businesses, as well as financial planning and selection of other advisors.

Firm Information

Jason Joffe is currently registered with Inlight Wealth. Inlight Wealth is an investment advisor based in Atlanta, GA. The firm primarily serves individuals and has $362,666,000 in regulatory assets under management. The firm specializes in financial planning, portfolio management for individuals and businesses, and selection of other advisers.
Inlight Wealth

1175 PEACHTREE STREET NE

ATLANTA, GA 30361

$362.67M

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jason Joffe’s Registration & Firm History

GA

04/22/2019 - Present

Inlight Wealth (ATLANTA GA)

GA

06/01/2009 - 10/16/2017

MORGAN STANLEY (ATLANTA GA)

GA

09/18/2008 - 06/01/2009

CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)

GA

04/02/2007 - 09/22/2008

MORGAN STANLEY & CO. INCORPORATED (ATLANTA GA)

GA

11/06/2000 - 04/02/2007

MORGAN STANLEY DW INC. (ATLANTA GA)

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Licenses & Designations

BOTH

Issued 12/06/2000

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/16/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/13/2000

Series 31 - Futures Managed Funds Examination

BC

Issued 11/03/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason S Joffe.
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