Jason L. Ditto

TRIBRIDGE PARTNERS FINANCIAL LLC

Columbia, MD 21046

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CRD#: 4027616

Professional summary

Jason Lee Ditto, CFP® is a registered financial advisor currently at TRIBRIDGE PARTNERS FINANCIAL LLC located in Columbia, Maryland.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Jason has worked at 2 firms and has passed the Series 66, SIE, 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)NAME: TRIBRIDGE PARTNERS, LLC INV REL: Y ADD: ONE EAST PRATT STREET, SUITE 902, BALTIMORE, MD 21202 NATURE: NONMMLIA INSURANCE BROKERAGE POSITION: SALES START DATE: 01/01/1999 NO. HR/MO: 1 NO. HR/MO DURING SEC TRADING: 0 DESCRIBE DUTIES: VARIOUS CARRIERS OF LIFE, HEALTH, DISABILITY, FIXED ANNUITIES, AND LONG TERM CARE INSURANCE..2) NAME: TRIBRIDGE PARTNERS, LLC INV REL: Y ADD: ONE EAST PRATT STREET, BALTIMORE MD 21202 NATURE: OTHER POSITION: DIRECTOR OF INVESTMENTS AND FINANCIAL PLANNING START DATE: 02/21/2002 NO. HR/MO: 200 NO. HR/MO DURING SEC TRADING: 120 DESCRIBE DUTIES: DEVELOP INVESTMENT STRATEGIES AND FINANCIAL PLANS FOR TRIBRIDGE PARTNERS, LLC CLIENTS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Lee Ditto'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: 2007

Experience

Current

May 17, 2024 - Present

TRIBRIDGE PARTNERS FINANCIAL LLC

Office #1: 6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046

RIA

CRD#: 326489

Columbia, MD

Past

March 12, 2003 - June 14, 2024

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

Columbia, MD

Past

October 6, 1999 - June 14, 2024

MML INVESTORS SERVICES, LLC

CRD#: 10409

Columbia, MD

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".

TRIBRIDGE PARTNERS FINANCIAL LLC

TRIBRIDGE PARTNERS FINANCIAL LLC | TRIBRIDGE WEALTH MANAGEMENT LLC | TRIBRIDGE WEALTH ADVISORS LLC

CRD#: 326489 / SEC#: 801-129200

RIA

Registered Investment Advisory firm - (5/15/2024 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.

Highlighted states indicate IAR registrations

IAR

Maryland
(5/17/2024)

IAR

Texas
(4/6/2025)

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: 1/24/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/5/1999

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 8/23/2005

General Securities Principal Examination

Current Firm

TRIBRIDGE PARTNERS FINANCIAL LLC

TRIBRIDGE PARTNERS FINANCIAL LLC | TRIBRIDGE WEALTH MANAGEMENT LLC | TRIBRIDGE WEALTH ADVISORS LLC

CRD#: 326489 / SEC#: 801-129200

RIA

Registered Investment Advisory firm - (5/15/2024 Approved)

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Contact information

Main Address

6721 Columbia Gateway Drive Suite 100, Columbia, MD 21046

Mailing Address

Phone number

(240) 422-8799

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (4/1/2025)

Regulatory assets under management

Total Number of Accounts	257
AUM (Assets Under Management)	$ 1,201,915,665

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 L. Ditto

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Lee Ditto's CRS (Customer Relationship Summary).

Certified licenses

Experience

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

TRIBRIDGE PARTNERS FINANCIAL LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 1/24/2003

SIE

Date: 10/1/2018

Series 7

Date: 10/5/1999

Series 24

Date: 8/23/2005

Current Firm

TRIBRIDGE PARTNERS FINANCIAL LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TRIBRIDGE PARTNERS FINANCIAL LLC

TRUST BUT VERIFY

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