Jason A. Sellew
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jason Adam Sellew was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 1996. Jason had worked at 8 firms and has passed the Series 63, Series 66, SIE, Series 7, Series 9 and Series 10 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 6, 2017 - May 5, 2020
ROSWELL ASSET ADVISORS LLC
October 27, 2015 - January 11, 2017
VALIC FINANCIAL ADVISORS, INC.
October 14, 2015 - January 11, 2017
VALIC FINANCIAL ADVISORS, INC.
January 2, 2015 - November 16, 2015
ROSWELL ASSET ADVISORS LLC
January 3, 2012 - April 17, 2013
NAKED ALPHA LLC
April 21, 2011 - December 22, 2011
LANDMARK INVESTMENT GROUP, INC
March 16, 2010 - December 31, 2010
LPL FINANCIAL LLC
March 15, 2010 - December 31, 2010
LPL FINANCIAL LLC
November 3, 2003 - February 23, 2010
STRATEGIC ADVISERS LLC
September 19, 2003 - February 22, 2010
FIDELITY BROKERAGE SERVICES LLC
May 13, 2003 - August 25, 2003
IFMG SECURITIES, INC.
May 9, 2003 - August 25, 2003
IFMG SECURITIES, INC.
March 18, 2002 - June 4, 2003
STRATEGIC ADVISERS LLC
January 24, 1996 - May 21, 2003
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
ROSWELL ASSET ADVISORS LLC
CRD#: 173918 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 173 |
| AUM (Assets Under Management) | $ 45,098,015 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
