Jason R. Dallacqua
CREST WEALTH ADVISORS LLC
Annapolis, MD 21401
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CRD#: 5658911
Professional summary
Jason Ross Dallacqua, CFP®, who also goes by Sason Ross Dallacqua, is a registered financial advisor currently at CREST WEALTH ADVISORS LLC located in Annapolis, Maryland.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Jason has worked at 2 firms and has passed the Series 65 exam.
Biography
With over a decade of experience as an independent financial planner, I have had the pleasure to help clients confidently navigate a wide array of financial situations while assisting them with their personalized investment strategy.
I truly enjoy every aspect of what I do and I am fortunate to have been able to focus on my passion for so long. My journey to where I am at today includes:
• Graduating with a degree in Economics from the University of Maryland
• Obtaining my Investment Advisor registration in 2012
• Earning my CFP® designation in 2015
• Serving as President of the National Capital Chapter of The Society of Financial Service Professionals
• Frequently being quoted in the media on a range of financial topics
Outside of work, I enjoy spending time with my amazing wife, Peggy, going on hikes with our dog, Kaya, and experiencing all the fun activities that Annapolis, MD has to offer. I love golfing, paddle boarding, surfing, traveling, trips to the Jersey shore, seeing live local music and am a big Ravens fan.
I look forward to the opportunity of speaking with you and learning how I might be able to assist!
Question & Answer
What are your service offerings?
Inheritance
Retirement Planning
Investment Planning
Life Transitions
Education Planning
Retirement Income Management
Debt Management
Comprehensive Financial Planni...
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
College/Education Planning
Generation X
Investment Advice with Ongoing...
Retirement Planning & Distribu...
Are you a "fiduciary"?
Yes
Aliases
Sason Ross Dallacqua
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 Ross Dallacqua'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®
CFP®
Start date: 2015
Experience
Current
January 8, 2021 - Present
CREST WEALTH ADVISORS LLC
Office #1: 111 Forbes St. Ste 100, Annapolis, MD 21401RIA
CRD#: 311760
Annapolis, MD
Past
January 2, 2018 - November 13, 2020
INVESTMENT PLANNING ASSOCIATES INC
RIA
CRD#: 110047
Rockville, MD
Past
May 29, 2013 - December 31, 2017
INVESTMENT PLANNING ASSOCIATES INC
RIA
CRD#: 110047
ROCKVILLE, MD
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
Maryland(1/8/2021)
Current Firm
CREST WEALTH ADVISORS LLC
CREST WEALTH ADVISORS LLC
CRD#: 311760 / SEC#:
Maryland
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Contact information
Main Address
111 Forbes St. Ste 100, Annapolis, MD 21401
Mailing Address
Phone number
(443) 973-4901
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 215 |
| AUM (Assets Under Management) | $ 63,460,119 |
Red Flags
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