Jason T. Britton

REFLECTION ASSET MANAGEMENT

Isle Of Palms, SC

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CRD#: 2977194

Professional summary

Jason T Britton, who also goes by Jason T Britton, is a registered financial advisor currently at REFLECTION ASSET MANAGEMENT located in Isle Of Palms, South Carolina.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 3 firms and has passed the Series 65, Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason T Britton

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.

CEO of Reflection Analytics a software as a service business in the technology field. The business is not investment related. It is located at 7 Seagrass Lane, Isle of Palms, SC 29451. The start date was 01/2019 and I devote 2 hours a day to it as CEO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason T Britton'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®

None

Experience

Current

June 30, 2022 - Present

REFLECTION ASSET MANAGEMENT

RIA

CRD#: 306663

Isle Of Palms, SC

Past

March 3, 2020 - March 1, 2021

REFLECTION ASSET MANAGEMENT

RIA

CRD#: 306663

ISLE OF PALMS, SC

Past

January 21, 2009 - March 5, 2010

BARCLAYS CAPITAL INC.

RIA

CRD#: 19714

BOSTON, MA

Past

September 22, 2008 - March 5, 2010

BARCLAYS CAPITAL INC.

CRD#: 19714

BOSTON, MA

Past

August 31, 2006 - October 15, 2008

LEHMAN BROTHERS INC.

RIA

CRD#: 7506

BOSTON, MA

Past

August 25, 2006 - September 22, 2008

LEHMAN BROTHERS INC.

CRD#: 7506

BOSTON, MA

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".

REFLECTION ASSET MANAGEMENT

REFLECTION ASSET MANAGEMENT | WOELF ROYCE PRIVATE WEALTH MANAGEMENT, LLC | WMNOMICS | REFLECTION ASSET MANAGEMENT, LLC

CRD#: 306663 / SEC#: 801-119521

RIA

Registered Investment Advisory firm - (9/24/2020 Approved)

South Carolina

Registered Investment Advisory firm - (3/1/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

South Carolina
(6/30/2022)

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 65

Date: 2/21/2020

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 8/30/2006

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 8/24/2006

General Securities Representative Examination

Current Firm

REFLECTION ASSET MANAGEMENT

REFLECTION ASSET MANAGEMENT | WOELF ROYCE PRIVATE WEALTH MANAGEMENT, LLC | WMNOMICS | REFLECTION ASSET MANAGEMENT, LLC

CRD#: 306663 / SEC#: 801-119521

RIA

Registered Investment Advisory firm - (9/24/2020 Approved)

South Carolina

Registered Investment Advisory firm - (3/1/2021 Terminated)

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Contact information

Main Address

Isle Of Palms, SC

Mailing Address

Phone number

(617) 584-4042

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REFLECTION ASSET MANAGEMENT ADV-PART 2A&2B (8/4/2025)

Regulatory assets under management

Total Number of Accounts	67
AUM (Assets Under Management)	$ 164,950,000

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 T. Britton

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason T Britton's CRS (Customer Relationship Summary).

Certified licenses

Experience

REFLECTION ASSET MANAGEMENT

BARCLAYS CAPITAL INC.

BARCLAYS CAPITAL INC.

LEHMAN BROTHERS INC.

LEHMAN BROTHERS INC.

Primary Firm SEC Registration

REFLECTION ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 2/21/2020

Series 66

Date: 8/30/2006

Series 7

Date: 8/24/2006

Current Firm

REFLECTION ASSET MANAGEMENT

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REFLECTION ASSET MANAGEMENT

TRUST BUT VERIFY

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