JR
Jason V. Rizkallah
MCLEAN ASSET MANAGEMENT
Tysons, VA 22182
Some features on this profile are disabled
CRD#: 5179827
JR
Professional summary
Jason Victor Rizkallah, CFP®, who also goes by Jason Rizkallah, is a registered financial advisor currently at MCLEAN ASSET MANAGEMENT CORP. located in Tysons, Virginia.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Rizkallah
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.
1) Name: McLean Insurance Services, LLC (MIS); Investment-related: Yes; Address: 1900 Gallows Road, Suite 350, Tysons, VA 22182; Nature of business: Fixed insurance and annuity sales; Title: Designated Registered Licensed Producer; Start Date: December 2020; Approximate Monthly Hours Spent on this Activity: 20; Approximate Monthly Hours Spent on this Activity During Trading Hours: 10; Duties: Primary point of contact for fixed insurance and annuity products and serves resource for assisting clients and representatives of McLean Asset Management in identifying appropriate insurance and annuity products. 2)Name: Montgomery Countryside Alliance, Inc.; Investment-related: Yes; Address: PO Box 24, Poolesville, MD 20837; Nature of business: Promotes sound economic land use and transportation policies and programs that preserve the natural environment, open spaces, and rural lands in Montgomery County�??s Agricultural Reserve for the benefit of all Washington Metro area residents; Title: Board Member; Start Date: 5/11/2021; Approximate Monthly Hours Spent on this Activity: 2; Approximate Monthly Hours Spent on this Activity During Trading Hours: 0; Duties: Provide general education around general investing and financial topics. No specific investment advice will be provided.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Victor Rizkallah'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®
Experience
Current
October 2, 2019 - Present
MCLEAN ASSET MANAGEMENT CORP.
Office #1: 1900 Gallows Road Suite 350, Tysons, VA 22182RIA
CRD#: 108067
Tysons, VA
Past
December 5, 2012 - September 17, 2019
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
Gaithersburg, MD
Past
December 5, 2012 - September 17, 2019
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
Gaithersburg, MD
Past
April 27, 2010 - November 27, 2012
CAPITAL ONE FINANCIAL ADVISORS LLC
RIA
CRD#: 127236
MCLEAN, VA
Past
April 27, 2010 - November 27, 2012
CAPITAL ONE INVESTMENT SERVICES LLC
BD
CRD#: 25658
MCLEAN, VA
Past
January 25, 2007 - May 7, 2010
CHEVY CHASE FINANCIAL SERVICES
RIA
CRD#: 14894
BETHESDA, MD
Past
December 13, 2006 - May 1, 2010
CHEVY CHASE FINANCIAL SERVICES
BD
CRD#: 14894
BETHESDA, MD
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".
MA
MCLEAN ASSET MANAGEMENT CORP.
ENCORE 401K | WATERMARK ADVISER SOLUTIONS | MCLEAN FINANCIAL PLANNING CORP | MCLEAN ASSET MANAGEMENT CORPORATION | MCLEAN ASSET MANAGEMENT CORP.
CRD#: 108067 / SEC#: 801-55363
RIA
Registered Investment Advisory firm - (3/19/1998 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
Virginia(10/2/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
MA
MCLEAN ASSET MANAGEMENT CORP.
ENCORE 401K | WATERMARK ADVISER SOLUTIONS | MCLEAN FINANCIAL PLANNING CORP | MCLEAN ASSET MANAGEMENT CORPORATION | MCLEAN ASSET MANAGEMENT CORP.
CRD#: 108067 / SEC#: 801-55363
RIA
Registered Investment Advisory firm - (3/19/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
1900 Gallows Road Suite 350, Tysons, VA 22182
Mailing Address
Phone number
(703) 827-0636
Established
Firm type
Fiscal year end
# of Employees
26
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,435 |
| AUM (Assets Under Management) | $ 819,201,980 |
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.
