Jason I. Hochstadt

JEDI MANAGEMENT

Englewood Cliffs, NJ 07632

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CRD#: 4719903

Professional summary

Jason Ira Hochstadt, AIF®, CFP® is a registered financial advisor currently at JEDI MANAGEMENT, INC. located in Englewood Cliffs, New Jersey.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jason has worked at 1 firm and has passed the Series 65 exam.

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.

LIFECO ASSOCIATES, INC. NOT INVESTMENT-RELATED 560 SYLVAN AVENUE, SUITE 2175 ENGLEWOOD CLIFFS, NJ 07632 INSURANCE AGENCY CHIEF EXECUTIVE OFFICER 10/1/2000 10 HOURS/MONTH 10 HOURS DURING SECURITIES TRADING HOURS MARKET LIFE, DISABILITY INCOME AND LONG-TERM CARE INSURANCE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Ira Hochstadt's 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®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 2006

Experience

Current

November 25, 2003 - Present

JEDI MANAGEMENT, INC.

Office #1: 560 Sylvan Avenue Suite 2175, Englewood Cliffs, NJ 07632

RIA

CRD#: 128805

Englewood Cliffs, NJ

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
(11/25/2003)

IAR

New York
(4/20/2021)

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: 12/21/2000

Uniform Investment Adviser Law Examination

Current Firm

JEDI MANAGEMENT, INC.

CRD#: 128805 / SEC#:

New Jersey

Registered Investment Advisory firm - (2/16/2001 Approved)

New York

Registered Investment Advisory firm - (5/26/2017 Approved)

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Contact information

Main Address

560 Sylvan Avenue Suite 2175, Englewood Cliffs, NJ 07632

Mailing Address

Phone number

(201) 482-0288

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	24
AUM (Assets Under Management)	$ 49,067,344

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason I. Hochstadt

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

JEDI MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/21/2000

Current Firm

JEDI MANAGEMENT, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

JEDI MANAGEMENT, INC.

TRUST BUT VERIFY

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