Jason Dodzik

COBBLESTONE ASSET MANAGEMENT

Richmond, VA 23236

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CRD#: 4512063

Professional summary

Jason Dodzik is a registered financial advisor currently at COBBLESTONE ASSET MANAGEMENT located in Richmond, Virginia and INDEPENDENT FINANCIAL GROUP, LLC located in Richmond, Virginia.

Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Jason has worked at 13 firms and has passed the Series 65, Series 63, Series 99TO, SIE and Series 6 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)Independent Financial Group ;investment related; 12671 High Bluff Dr Suite 200,San Diego 92130 ; Registered Representative; 02/2025;130 hrs/month; 100 hrs during trading; Registered representative hybrid relationship 2)Insurance services of VA;investment related;2093 Bay Dunes Chase,Cape Charles,VA 23310;insurance broker;insurance agent/owner;1/9/2013;5 hrs/month;3 hrs during trading;servicing agent for my cleints with term, universal life & whole life insurance policies,represent long term care insurance policy owners,sell new insurance to new & existing clients 3)Investar Asset Mgt;investment related;3074 Brickhouse Ct,Virginia Beach,VA 23452;llc;owner/advisor;1/1/2020;130 hrs/month;100 hrs during trading;hybrid advisors performing the duties of a registered rep,IAR,and insurance agent under dba Investar Asset Mgt COBBLESTONE ASSET MANAGEMENT POSITION: Independent Contractor NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2025 ADDRESS: 9011 Arboretum Parkway, Suite 180, Richmond VA 23236, United States DESCRIPTION: Daily management of a hybrid business model for financial services to include Broker/Dealer and RIA JASON DODZIK POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2023 ADDRESS: 9011 Arboretum Parkway, Suite 180, Richmond VA 23236, United States DESCRIPTION: Life insurance & LTC insurance Agent.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Dodzik'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

February 18, 2025 - Present

COBBLESTONE ASSET MANAGEMENT

Office #1: 9011 Arboretum Parkway Suite 180, Richmond, VA 23236

RIA

CRD#: 326545

Richmond, VA

Current

February 18, 2025 - Present

INDEPENDENT FINANCIAL GROUP, LLC

Office #1: 9011 Arboretum Parkway Suite 180, Richmond, VA 23236

RIA

CRD#: 7717

Richmond, VA

Past

August 23, 2024 - February 20, 2025

OSAIC WEALTH, INC.

CRD#: 23131

Richmond, VA

Past

July 24, 2023 - August 23, 2024

TRIAD ADVISORS LLC

CRD#: 25803

Richmond, VA

Past

July 13, 2023 - February 19, 2025

GALLAGHER FIDUCIARY ADVISORS, LLC

RIA

CRD#: 46214

HOUSTON, TX

Past

March 20, 2002 - April 22, 2004

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, 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".

COBBLESTONE ASSET MANAGEMENT

COBBLESTONE ASSET MANAGEMENT | COBBLESTONE ASSET MANAGEMENT LLC

CRD#: 326545 / SEC#: 801-128273

RIA

Registered Investment Advisory firm - (7/3/2023 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.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

North Carolina
(2/20/2025)

Rhode Island
(2/18/2025)

Virginia
(2/18/2025)

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

COBBLESTONE ASSET MANAGEMENT

COBBLESTONE ASSET MANAGEMENT | COBBLESTONE ASSET MANAGEMENT LLC

CRD#: 326545 / SEC#: 801-128273

RIA

Registered Investment Advisory firm - (7/3/2023 Approved)

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Contact information

Main Address

9011 Arboretum Parkway Suite 180, Richmond, VA 23236

Mailing Address

Phone number

(804) 272-8272

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WRAP FEE BROCHURE- COBBLESTONE ASSET MANAGEMENT (2/5/2025)

FORM ADV PART 2A - COBBLESTONE ASSET MANAGEMENT LLC (2/5/2025)

Regulatory assets under management

Total Number of Accounts	767
AUM (Assets Under Management)	$ 180,834,039

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 Dodzik

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INDEPENDENT FINANCIAL GROUP, LLC

OSAIC WEALTH, INC.

TRIAD ADVISORS LLC

GALLAGHER FIDUCIARY ADVISORS, LLC

F3LOGIC, LLC

INDEPENDENT FINANCIAL GROUP, LLC

FINANCIAL COUNSELORS OF VIRGINIA, INC.

PURSHE KAPLAN STERLING INVESTMENTS

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

SECURITIES AMERICA ADVISORS, INC.

SECURITIES AMERICA, INC.

BRECEK & YOUNG ADVISORS, INC.

BRECEK & YOUNG ADVISORS, INC.

NEXT FINANCIAL GROUP, INC.

NEXT FINANCIAL GROUP, INC.

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

COBBLESTONE ASSET MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 12/3/2003

Series 63

Date: 3/26/2002

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 6

Date: 3/18/2002

FINRA

Current Firm

COBBLESTONE ASSET MANAGEMENT

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COBBLESTONE ASSET MANAGEMENT

TRUST BUT VERIFY

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