JA
Jason M. Ardito
CARY STREET PARTNERS
Johnson City, TN 37604
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CRD#: 5093960
JA
Professional summary
Jason Michael Ardito is a registered financial advisor currently at CARY STREET PARTNERS located in Johnson City, Tennessee and CARY STREET PARTNERS located in Johnson City, Tennessee.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Jason has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Ardito'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®
NoneExperience
Current
November 5, 2025 - Present
CARY STREET PARTNERS
Office #1: 2335 Knob Creek Road Suite 105, Johnson City, TN 37604RIA
CRD#: 128545
Johnson City, TN
Current
November 5, 2025 - Present
CARY STREET PARTNERS
Office #1: 2335 Knob Creek Road Suite 105, Johnson City, TN 37604BD
CRD#: 128089
Johnson City, TN
Past
July 5, 2011 - November 4, 2025
CARY STREET PARTNERS
RIA
CRD#: 128545
JOHNSON CITY, TN
Past
July 5, 2011 - November 4, 2025
CARY STREET PARTNERS
BD
CRD#: 128089
JOHNSON CITY, TN
Past
June 21, 2011 - July 6, 2011
FIRST HORIZON ADVISORS, INC.
RIA
CRD#: 17117
JOHNSON CITY, TN
Past
March 28, 2006 - July 6, 2011
FIRST HORIZON ADVISORS, INC.
BD
CRD#: 17117
JOHNSON CITY, TN
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".
CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CRD#: 128545 / SEC#: 801-64239
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)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.RR
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
RR
Alabama(11/5/2025)
RR
Florida(11/5/2025)
RR
Georgia(11/5/2025)
RR
Hawaii(11/5/2025)
RR
Illinois(11/5/2025)
RR
Kansas(11/5/2025)
RR
Kentucky(11/5/2025)
RR
Maryland(11/5/2025)
RR
Massachusetts(3/5/2026)
RR
Mississippi(11/5/2025)
RR
North Carolina(11/5/2025)
IAR
North Carolina(11/5/2025)
RR
Ohio(11/5/2025)
RR
Pennsylvania(11/5/2025)
RR
South Carolina(11/5/2025)
RR
Tennessee(11/5/2025)
IAR
Tennessee(11/5/2025)
RR
Texas(11/5/2025)
IAR
Texas(11/5/2025)
RR
Virginia(11/5/2025)
IAR
Virginia(11/5/2025)
RR
West Virginia(11/5/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CS
CARY STREET PARTNERS
CARY STREET PARTNERS | WAYPOINT ADVISORS | VIKING WEALTH ADVISERS | CARY STREET PARTNERS INVESTMENT ADVISORY, LLC | CARY STREET PARTNERS INVESTMENT ADVISORY LLC
CRD#: 128545 / SEC#: 801-64239
RIA
Registered Investment Advisory firm - (8/12/2005 Approved)Virginia
Registered Investment Advisory firm - (3/2/2007 Terminated)PREMIUM
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Contact information
Main Address
901 East Byrd Street Suite 1001, Richmond, VA 23219
Mailing Address
Phone number
(804) 340-8100
Established
Firm type
Fiscal year end
# of Employees
166
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 13,853 |
| AUM (Assets Under Management) | $ 8,263,891,736 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/24/2025 | ||
| 10/22/2024 | ||
| 07/25/2023 | ||
| 01/27/2023 |
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.
