Jason M. Schiff
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jason Michael Schiff was a registered financial professional .
Jason is a previously registered financial professional and started their career in finance in 2006. Jason had worked at 5 firms and has passed the Series 65, Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
November 30, 2021 - March 18, 2022
BRENTON POINT WEALTH ADVISORS LLC
June 12, 2009 - October 21, 2011
WATERMARK SECURITIES, INC.
April 17, 2008 - December 19, 2008
FAIRFIELD HEATHCLIFF CAPITAL LLC
January 11, 2007 - March 12, 2008
J.P. MORGAN SECURITIES INC.
March 16, 2006 - November 13, 2006
CITIGROUP GLOBAL MARKETS INC.
Primary Firm SEC Registration
BRENTON POINT WEALTH ADVISORS LLC
CRD#: 287603 / SEC#: 801-110114
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
BRENTON POINT WEALTH ADVISORS LLC
CRD#: 287603 / SEC#: 801-110114
Contact information
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 94 |
| AUM (Assets Under Management) | $ 27,679,488 |
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.
