Jason S. Joffe

INLIGHT WEALTH

ATLANTA, GA 30328

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CRD#: 4270351

Professional summary

Jason S Joffe is a registered financial advisor currently at INLIGHT WEALTH located in Atlanta, Georgia.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 5 firms and has passed the Series 66, SIE, Series 31 and Series 7 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.

WEST ELK, LLC (PRIVATE FUND GENERAL PARTNER): MANAGER, INVESTMENT RELATED, 1175 PEACHTREE STREET NE, 100 COLONY SQUARE, SUITE 360, ATLANTA, GA 30361; 11/2017 TO PRESENT; 120 HOURS/MONTH TOGETHER WITH WEST ELK CAPITAL, LLC BELOW, 80 HOURS/MONTH OF WHICH ARE DURING SECURITIES TRADING HOURS WEST ELK CAPITAL, LLC (PRIVATE FUND INVESTMENT MANAGER): MANAGER, INVESTMENT RELATED, 1175 PEACHTREE STREET NE, 100 COLONY SQUARE, SUITE 760, ATLANTA, GA 30361; 11/2017 TO PRESENT; 120 HOURS/MONTH TOGETHER WITH WEST ELK, LLC ABOVE, 80 HOURS OF WHICH ARE DURING SECURITIES TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason S Joffe'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

December 4, 2017 - Present

INLIGHT WEALTH

Office #1: 1 Glenlake Parkway Suite 975, Atlanta, GA 30328

RIA

CRD#: 289908

ATLANTA, GA

Past

June 1, 2009 - October 16, 2017

MORGAN STANLEY

RIA

CRD#: 149777

ATLANTA, GA

Past

June 1, 2009 - October 16, 2017

MORGAN STANLEY

CRD#: 149777

ATLANTA, GA

Past

September 18, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

RIA

CRD#: 7059

ATLANTA, GA

Past

September 18, 2008 - June 1, 2009

CITIGROUP GLOBAL MARKETS INC.

CRD#: 7059

ATLANTA, GA

Past

April 2, 2007 - September 22, 2008

MORGAN STANLEY & CO. LLC

RIA

CRD#: 8209

ATLANTA, GA

Past

April 2, 2007 - September 22, 2008

MORGAN STANLEY & CO. LLC

CRD#: 8209

ATLANTA, GA

Past

March 5, 2003 - April 2, 2007

MORGAN STANLEY DW INC.

RIA

CRD#: 7556

ATLANTA, GA

Past

November 6, 2000 - April 2, 2007

MORGAN STANLEY DW INC.

CRD#: 7556

ATLANTA, GA

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".

INLIGHT WEALTH

INLIGHT WEALTH | INLIGHT WEALTH MANAGEMENT, LLC

CRD#: 289908 / SEC#: 801-111767

RIA

Registered Investment Advisory firm - (9/29/2017 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

Georgia
(12/4/2017)

IAR

Texas
(4/22/2019)

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: 12/6/2000

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/16/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 12/13/2000

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/3/2000

General Securities Representative Examination

Current Firm

INLIGHT WEALTH

INLIGHT WEALTH | INLIGHT WEALTH MANAGEMENT, LLC

CRD#: 289908 / SEC#: 801-111767

RIA

Registered Investment Advisory firm - (9/29/2017 Approved)

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Contact information

Main Address

1 Glenlake Parkway Suite 975, Atlanta, GA 30328

Mailing Address

Phone number

(404) 551-2808

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

INLIGHT WEALTH WRAP FEE BROCHURE (6/3/2025)

INLIGHT WEALTH FORM ADV PART 2A (6/3/2025)

Regulatory assets under management

Total Number of Accounts	945
AUM (Assets Under Management)	$ 451,537,978

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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Jason S. Joffe

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason S Joffe's CRS (Customer Relationship Summary).

Certified licenses

Experience

MORGAN STANLEY

MORGAN STANLEY

CITIGROUP GLOBAL MARKETS INC.

CITIGROUP GLOBAL MARKETS INC.

MORGAN STANLEY & CO. LLC

MORGAN STANLEY & CO. LLC

MORGAN STANLEY DW INC.

MORGAN STANLEY DW INC.

Primary Firm SEC Registration

INLIGHT WEALTH

State Registrations and Notice Filings

Exams

Series 66

Date: 12/6/2000

SIE

Date: 10/16/2017

Series 31

Date: 12/13/2000

Series 7

Date: 11/3/2000

Current Firm

INLIGHT WEALTH

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INLIGHT WEALTH

TRUST BUT VERIFY

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