Jason Jodway

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CRD#: 2998141

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 Jodway, who also goes by Jason W Jodway, Jason Wellington Jodway, Jason Jodway, was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 1998. Jason had worked at 11 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jason W Jodway | Jason Wellington Jodway | Jason Jodway

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 17, 2021 - August 10, 2021

FINANCIAL SERVICES OF AMERICA ADVISORS

RIA

CRD#: 286251

WARREN, MI

Past

September 17, 2020 - April 30, 2021

ONESEVEN

RIA

CRD#: 283087

Bloomfield Hills, MI

Past

November 8, 2019 - December 13, 2019

ALLSTATE FINANCIAL SERVICES, LLC

CRD#: 18272

WATERFORD, MI

Past

November 7, 2019 - December 13, 2019

ALLSTATE FINANCIAL ADVISORS, LLC

RIA

CRD#: 109524

Waterford, MI

Past

July 12, 2019 - August 22, 2019

SPECIALIZED ADVISORS

RIA

CRD#: 299308

Bloomfield Hills, MI

Past

November 28, 2017 - May 30, 2019

WEALTH WATCH ADVISORS, INC

RIA

CRD#: 172002

BLOOMFIELD HILLS, MI

Past

September 16, 2016 - December 1, 2017

SECURIAN FINANCIAL SERVICES, INC.

RIA

CRD#: 15296

Southfield, MI

Past

September 14, 2016 - December 1, 2017

SECURIAN FINANCIAL SERVICES, INC.

CRD#: 15296

Southfield, MI

Past

May 26, 2010 - September 8, 2016

VALIC FINANCIAL ADVISORS, INC.

RIA

CRD#: 42803

AUBURN HILLS, MI

Past

July 31, 2003 - September 8, 2016

VALIC FINANCIAL ADVISORS, INC.

CRD#: 42803

AUBURN HILLS, MI

Past

October 24, 2001 - June 24, 2003

BANC ONE SECURITIES CORPORATION

CRD#: 16999

CHICAGO, IL

Past

March 7, 2000 - November 19, 2001

MAXIMUM FINANCIAL INVESTMENT GROUP, INC.

CRD#: 40096

SOUTHFIELD, MI

Past

May 14, 1998 - March 16, 2000

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

EDISON, NJ

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".

FINANCIAL SERVICES OF AMERICA ADVISORS

FINANCIAL SERVICES OF AMERICA ADVISORS | FSA ADVISORS, INC. | FSA ADVISORS

CRD#: 286251 / SEC#: 801-120474

RIA

Registered Investment Advisory firm - (3/8/2021 Approved)

Florida

Registered Investment Advisory firm - (4/21/2021 Terminated)

Michigan

Registered Investment Advisory firm - (4/21/2021 Terminated)

Texas

Registered Investment Advisory firm - (4/21/2021 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.

Visual representation of state registrations

This advisor is not registered in any state.

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: 4/16/2010

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 6/5/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 12/1/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/11/2000

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/8/1998

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FINANCIAL SERVICES OF AMERICA ADVISORS

FINANCIAL SERVICES OF AMERICA ADVISORS | FSA ADVISORS, INC. | FSA ADVISORS

CRD#: 286251 / SEC#: 801-120474

RIA

Registered Investment Advisory firm - (3/8/2021 Approved)

Florida

Registered Investment Advisory firm - (4/21/2021 Terminated)

Michigan

Registered Investment Advisory firm - (4/21/2021 Terminated)

Texas

Registered Investment Advisory firm - (4/21/2021 Terminated)

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Contact information

Main Address

50 W Big Beaver Rd Suite 500, Troy, MI 48084

Mailing Address

Phone number

(800) 977-9292

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A- FSA ADVISORS, INC. (1/24/2025)

Regulatory assets under management

Total Number of Accounts	3,687
AUM (Assets Under Management)	$ 396,180,038

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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Advisor Monitoring

Firm Stability Insights

Jason Jodway

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ONESEVEN

ALLSTATE FINANCIAL SERVICES, LLC

ALLSTATE FINANCIAL ADVISORS, LLC

SPECIALIZED ADVISORS

WEALTH WATCH ADVISORS, INC

SECURIAN FINANCIAL SERVICES, INC.

SECURIAN FINANCIAL SERVICES, INC.

VALIC FINANCIAL ADVISORS, INC.

VALIC FINANCIAL ADVISORS, INC.

BANC ONE SECURITIES CORPORATION

MAXIMUM FINANCIAL INVESTMENT GROUP, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

FINANCIAL SERVICES OF AMERICA ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 4/16/2010

Series 63

Date: 6/5/1998

SIE

Date: 12/1/2017

Series 7

Date: 5/11/2000

Series 6

Date: 5/8/1998

Current Firm

FINANCIAL SERVICES OF AMERICA ADVISORS

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL SERVICES OF AMERICA ADVISORS

TRUST BUT VERIFY

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