Jason P. Lavarias

FITZWILLIAMS WEALTH MANAGEMENT

Chesapeake, VA 23320

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CRD#: 4666332

Professional summary

Jason Palomares Lavarias, who also goes by Jason Thomas Palomares Lavarias, Jason Lavarias, is a registered financial advisor currently at FITZWILLIAMS WEALTH MANAGEMENT INC. located in Chesapeake, Virginia.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jason has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason Thomas Palomares Lavarias | Jason Lavarias

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 Palomares Lavarias'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 1, 2021 - Present

FITZWILLIAMS WEALTH MANAGEMENT INC.

Office #1: 860 Greenbrier Circle Suite 101, Chesapeake, VA 23320

RIA

CRD#: 312192

Chesapeake, VA

Past

December 13, 2018 - November 30, 2021

AE WEALTH MANAGEMENT, LLC

RIA

CRD#: 282580

CHESAPEAKE, VA

Past

March 14, 2016 - November 27, 2018

INTERVEST INTERNATIONAL EQUITIES CORPORATION

CRD#: 20289

Virginia Beach, VA

Past

March 11, 2016 - November 27, 2018

INTERVEST INTERNATIONAL, INC.

RIA

CRD#: 111516

Virginia Beach, VA

Past

October 7, 2013 - April 14, 2014

OSAIC FA, INC.

RIA

CRD#: 3978

VIRGINIA BEACH, VA

Past

October 7, 2013 - April 14, 2014

OSAIC FA, INC.

CRD#: 3978

VIRGINIA BEACH, VA

Past

September 2, 2005 - July 11, 2013

FIRST COMMAND BROKERAGE SERVICES, INC.

RIA

CRD#: 3641

VIRGINIA BEACH, VA

Past

June 24, 2005 - September 2, 2005

FIRST COMMAND BANK

RIA

CRD#: 128851

FORT WORTH, TX

Past

June 2, 2003 - July 11, 2013

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

VIRGINIA BEACH, VA

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".

FITZWILLIAMS WEALTH MANAGEMENT INC.

FITZWILLIAMS WEALTH MANAGEMENT | FITZWILLIAMS WEALTH MANAGEMENT INC.

CRD#: 312192 / SEC#: 801-134941

RIA

Registered Investment Advisory firm - (1/15/2026 Approved)

Florida

Registered Investment Advisory firm - (1/28/2026 Terminated)

Louisiana

Registered Investment Advisory firm - (1/28/2026 Terminated)

North Carolina

Registered Investment Advisory firm - (1/30/2026 Terminated)

Pennsylvania

Registered Investment Advisory firm - (1/29/2026 Terminated)

Texas

Registered Investment Advisory firm - (1/28/2026 Terminated)

Virginia

Registered Investment Advisory firm - (1/30/2026 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.

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

Texas
(12/1/2021)

IAR

Virginia
(12/1/2021)

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 65

Date: 6/23/2005

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/10/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/15/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/30/2003

Investment Company Products/Variable Contracts Representative Examination

Current Firm

FITZWILLIAMS WEALTH MANAGEMENT INC.

FITZWILLIAMS WEALTH MANAGEMENT | FITZWILLIAMS WEALTH MANAGEMENT INC.

CRD#: 312192 / SEC#: 801-134941

RIA

Registered Investment Advisory firm - (1/15/2026 Approved)

Florida

Registered Investment Advisory firm - (1/28/2026 Terminated)

Louisiana

Registered Investment Advisory firm - (1/28/2026 Terminated)

North Carolina

Registered Investment Advisory firm - (1/30/2026 Terminated)

Pennsylvania

Registered Investment Advisory firm - (1/29/2026 Terminated)

Texas

Registered Investment Advisory firm - (1/28/2026 Terminated)

Virginia

Registered Investment Advisory firm - (1/30/2026 Terminated)

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Contact information

Main Address

860 Greenbrier Circle Suite 101, Chesapeake, VA 23320

Mailing Address

Phone number

(757) 961-0700

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 PART 2A (11/6/2025)

Regulatory assets under management

Total Number of Accounts	428
AUM (Assets Under Management)	$ 113,868,484

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 P. Lavarias

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AE WEALTH MANAGEMENT, LLC

INTERVEST INTERNATIONAL EQUITIES CORPORATION

INTERVEST INTERNATIONAL, INC.

OSAIC FA, INC.

OSAIC FA, INC.

FIRST COMMAND BROKERAGE SERVICES, INC.

FIRST COMMAND BANK

FIRST COMMAND BROKERAGE SERVICES, INC.

Primary Firm SEC Registration

FITZWILLIAMS WEALTH MANAGEMENT INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/23/2005

Series 63

Date: 6/10/2003

SIE

Date: 10/1/2018

Series 7

Date: 9/15/2008

Series 6

Date: 5/30/2003

Current Firm

FITZWILLIAMS WEALTH MANAGEMENT INC.

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FITZWILLIAMS WEALTH MANAGEMENT INC.

TRUST BUT VERIFY

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