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Jason Todd Diotte

Fairway Investment Group, LLC

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About Jason Todd Diotte

Jason Diotte is a registered investment advisor representative at Fairway Investment Group, LLC. Jason has been in the industry since 2002, providing investment advice and guidance to clients. Jason holds the Series 7, Series 24, Series 63 and Series 66 licenses, as well as the SIE designation. Jason is a licensed insurance representative and is currently registered with the state of Michigan as an investment advisor representative. Jason is committed to providing his clients with the highest quality of service and investment advice.

Firm Information

Jason Diotte is currently registered with Fairway Investment Group, LLC. Fairway Investment Group, LLC is an investment advisor with 24 licensed agents and 23 investment advisor representatives. They manage approximately $51 million in assets for 523 individual clients. They offer educational seminars and portfolio management for individuals.

$51.00M

Assets Under Management

Not reported

Total Clients

22

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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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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Jason Diotte’s Registration & Firm History

MI

09/04/2014 - Present

Fairway Investment Group, LLC (EAST LANSING MI)

MI

03/15/2005 - 05/24/2016

LPL FINANCIAL LLC (EAST LANSING MI)

MO

03/12/2002 - 03/14/2005

EDWARD JONES (ST. LOUIS MO)

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Licenses & Designations

BOTH

Issued 05/26/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/14/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/24/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jason Todd Diotte.
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