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JG

Jason A. Graffius

TOEWS ASSET MANAGEMENT
Northfield, NJ 08225-1844
Some features on this profile are disabled
CRD#: 4604455
JG

Professional summary

Jason Andrew Graffius is a registered financial advisor currently at TOEWS ASSET MANAGEMENT located in Northfield, New Jersey.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Jason has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Andrew Graffius'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

January 10, 2017 - Present

TOEWS ASSET MANAGEMENT

Office #1: 1750 Zion Road Suite 201, Northfield, NJ 08225-1844
RIA
CRD#: 106304
Northfield, NJ
Past

June 28, 2001 - January 16, 2007

TOEWS ASSET MANAGEMENT

RIA
CRD#: 106304
PHILADELPHIA, PA

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".
TA
TOEWS ASSET MANAGEMENT
BEHAVIORAL INVESTING INSTITUTE | TOEWS CORPORATION | TOEWS ASSET MANAGEMENT | TOEWS | SYNTHESIS INVESTMENTS ASSET MANAGEMENT

CRD#: 106304 / SEC#: 801-47765

RIA
Registered Investment Advisory firm - (12/9/1994 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
New Jersey
(4/3/2017)
IAR
Pennsylvania
(3/7/2017)
IAR
Texas
(3/6/2017)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/3/2017
Uniform Investment Adviser Law Examination

Current Firm

TA
TOEWS ASSET MANAGEMENT
BEHAVIORAL INVESTING INSTITUTE | TOEWS CORPORATION | TOEWS ASSET MANAGEMENT | TOEWS | SYNTHESIS INVESTMENTS ASSET MANAGEMENT

CRD#: 106304 / SEC#: 801-47765

RIA
Registered Investment Advisory firm - (12/9/1994 Approved)
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Contact information

Main Address
1750 Zion Road Suite 201, Northfield, NJ 08225-1844
Mailing Address
Phone number
(877) 863-9726
Established
Firm type
Fiscal year end
# of Employees
22

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 DISCLOSURE BROCHURE (3/21/2025)

Regulatory assets under management

Total Number of Accounts154
AUM (Assets Under Management)$ 945,114,686

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.

Company Information

TOEWS ASSET MANAGEMENT

CRD#: 106304Northfield, NJ 08225-1844

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