Jason P. Revland
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 Paul Revland was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 1998. Jason had worked at 6 firms and has passed the Series 66, Series 63, Series 87, Series 86, Series 7 and Series 4 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 29, 2018 - May 22, 2026
REVLAND WEALTH ADVISORS
November 6, 2012 - December 31, 2016
BLUEPRINT CAPITAL MANAGEMENT, LLC
July 10, 2006 - October 31, 2012
MORGAN STANLEY DISTRIBUTION, INC.
July 14, 2000 - June 12, 2006
SUSQUEHANNA FINANCIAL GROUP, LLLP
April 30, 1999 - July 18, 2000
COMMERZ MARKETS LLC
May 26, 1998 - January 26, 1999
EARLYBIRDCAPITAL, INC.
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
REVLAND WEALTH ADVISORS
CRD#: 297104 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 14 |
| AUM (Assets Under Management) | $ 2,524,106 |
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.