Jason P. Revland

REVLAND WEALTH ADVISORS

Ambler, PA

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CRD#: 2759618

Professional summary

Jason Paul Revland is a registered financial advisor currently at REVLAND WEALTH ADVISORS located in Ambler, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Jason has worked at 6 firms and has passed the Series 66, Series 63, Series 87, Series 86, Series 7 and Series 4 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.

Mr. Revland also provides non-advisory business consulting services. This activity generally requires less than 5% of his business time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Paul Revland's 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®

None

Experience

Current

June 29, 2018 - Present

REVLAND WEALTH ADVISORS

RIA

CRD#: 297104

Ambler, PA

Past

November 6, 2012 - December 31, 2016

BLUEPRINT CAPITAL MANAGEMENT, LLC

RIA

CRD#: 165080

MARLTON, NJ

Past

July 10, 2006 - October 31, 2012

MORGAN STANLEY DISTRIBUTION, INC.

CRD#: 30344

WEST CONSHOHOCKEN, PA

Past

July 14, 2000 - June 12, 2006

SUSQUEHANNA FINANCIAL GROUP, LLLP

CRD#: 35865

BALA CYNWYD, PA

Past

April 30, 1999 - July 18, 2000

COMMERZ MARKETS LLC

CRD#: 41957

NEW YORK, NY

Past

May 26, 1998 - January 26, 1999

EARLYBIRDCAPITAL, INC.

CRD#: 28629

MELVILLE, NY

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.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(6/29/2018)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/5/2012

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 12/9/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 87

Date: 3/30/2005

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 86

Date: 1/6/2005

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 7

Date: 5/22/1998

General Securities Representative Examination

Principal/Supervisory Exam

Series 4

Date: 8/31/2000

Registered Options Principal Examination

Current Firm

REVLAND WEALTH ADVISORS

REVLAND WEALTH ADVISORS | REVLAND WEALTH ADVISORS LLC

CRD#: 297104 / SEC#:

Pennsylvania

Registered Investment Advisory firm - (6/29/2018 Approved)

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Contact information

Main Address

Ambler, PA

Mailing Address

Phone number

(215) 539-8536

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Firm Stability Insights

Jason P. Revland

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Paul Revland's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUEPRINT CAPITAL MANAGEMENT, LLC

MORGAN STANLEY DISTRIBUTION, INC.

SUSQUEHANNA FINANCIAL GROUP, LLLP

COMMERZ MARKETS LLC

EARLYBIRDCAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 11/5/2012

Series 63

Date: 12/9/2005

Series 87

Date: 3/30/2005

Series 86

Date: 1/6/2005

Series 7

Date: 5/22/1998

Series 4

Date: 8/31/2000

Current Firm

REVLAND WEALTH ADVISORS

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

REVLAND WEALTH ADVISORS

TRUST BUT VERIFY

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