Jason R. Odette

MARIDEA WEALTH MANAGEMENT

SHAVANO PARK, TX 78231

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CRD#: 2691630

Professional summary

Jason Robert Odette, CFP® is a registered financial advisor currently at MARIDEA WEALTH MANAGEMENT located in Shavano Park, Texas and PRIVATE CLIENT SERVICES, LLC located in San Antonio, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1996. Jason has worked at 14 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) VitalStone Financial, LLC: DBA for Maridea Wealth Management, LLC ; I devote 40 hours/week to this business and provide financial planning and investment management services to clients. The address is: 2915 W. Bitters Rd., Suite 315, San Antonio, TX 78248 2) Maridea Insurance Company, LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 3) Maridea Wealth Management LLC; Investment-related; 25 Kent Avenue Suite 401, Brooklyn, NY 11249; Registered Investment Advisor; Start date: 09/2024; Investment advisory services offered through Maridea Wealth Management LLC. Mr. Odette serves as an Investment Advisor Representative ("IAR") for Maridea Wealth Management LLC since 09/2024. 4) Mr. Odette is registered with Private Client Services, LLC ("PCS") and Maridea Wealth Management LLC ("Maridea"). Mr. Odette has served as a registered representative with PCS since 10/2020 and an investment advisor representative with Maridea since 09/2024. Business is conducted from 3009 Napier Park, Shavano Park, TX. Approximately 90% of Mr. Odette's time is for services as an investment advisor representative and the balance as a registered representative.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Odette's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1999

Experience

Current

September 20, 2024 - Present

MARIDEA WEALTH MANAGEMENT

Office #1: 3009 Napier Park, Shavano Park, TX 78231

RIA

CRD#: 325523

SHAVANO PARK, TX

Current

October 2, 2020 - Present

PRIVATE CLIENT SERVICES, LLC

Office #1: 3009 Napier Park Ste 101, San Antonio, TX 78231

RIA

CRD#: 120222

San Antonio, TX

Past

October 1, 2020 - November 22, 2024

VITALSTONE FINANCIAL, LLC

RIA

CRD#: 310485

SHAVANO PARK, TX

Past

March 25, 2017 - October 6, 2020

MML INVESTORS SERVICES, LLC

CRD#: 5496

WELLESLEY HILLS, MA

Past

February 3, 1997 - September 10, 1999

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

DALLAS, TX

Past

April 18, 1996 - January 6, 1997

MORGAN STANLEY DW INC.

CRD#: 7556

PURCHASE, NY

Past

January 12, 1996 - April 12, 1996

WFG INVESTMENTS, INC.

CRD#: 22704

DALLAS, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MARIDEA WEALTH MANAGEMENT

CRD#: 325523 / SEC#: 801-129360

RIA

Registered Investment Advisory firm - (1/31/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

California
(10/2/2020)

Colorado
(10/2/2020)

Florida
(10/2/2020)

Georgia
(10/2/2020)

Idaho
(10/2/2020)

Illinois
(10/2/2020)

Massachusetts
(10/2/2020)

New Hampshire
(5/18/2023)

New York
(10/2/2020)

North Carolina
(10/2/2020)

Texas
(10/2/2020)

IAR

Texas
(9/20/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/18/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/12/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 4/24/1996

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/9/1996

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 2/27/1997

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

MARIDEA WEALTH MANAGEMENT

CRD#: 325523 / SEC#: 801-129360

RIA

Registered Investment Advisory firm - (1/31/2024 Approved)

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Contact information

Main Address

25 Kent Avenue Suite 401, Brooklyn, NY 11249

Mailing Address

Phone number

(347) 289-5227

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (8/13/2025)

Regulatory assets under management

Total Number of Accounts	2,509
AUM (Assets Under Management)	$ 469,226,780

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Jason R. Odette

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Odette's CRS (Customer Relationship Summary).

Certified licenses

Experience

PRIVATE CLIENT SERVICES, LLC

VITALSTONE FINANCIAL, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MSI FINANCIAL SERVICES, INC.

MSI FINANCIAL SERVICES, INC.

TEAMWORK FINANCIAL ADVISORS, LLC

TEAMWORK FINANCIAL ADVISORS, LLC

CURIAN CLEARING, LLC

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

CURIAN CAPITAL, LLC

INVESTMENT CENTERS OF AMERICA, INC.

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

AVANTAX INVESTMENT SERVICES, INC.

MORGAN STANLEY DW INC.

WFG INVESTMENTS, INC.

Primary Firm SEC Registration

MARIDEA WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 7/18/1996

Series 63

Date: 1/12/1996

SIE

Date: 10/1/2018

Series 31

Date: 4/24/1996

Series 7

Date: 1/9/1996

Series 24

Date: 2/27/1997

FINRA

Current Firm

MARIDEA WEALTH MANAGEMENT

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARIDEA WEALTH MANAGEMENT

TRUST BUT VERIFY

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