Jason W Rite
Professional Summary
Jason W Rite, who also goes by Jason William Rite, is a registered financial advisor currently at ACQUIOM FINANCIAL LLC located in Denver, Colorado. Jason is registered as a RR (Registered Representative) and started their career in finance in 2010. Jason has worked at 7 firms and has passed the Series 66, Series 63, Series 57TO, SIE, Series 55, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason W Rite, Jason William Rite
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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.
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Years of Experience
16 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
ACQUIOM FINANCIAL LLC
Contact Information
Main Address
950 17th Street Ste 1400, Denver, CO 80202Mailing Address
950 17th Street Ste 1400, Denver, CO 80202Phone Number
(720) 279-0964Established
Colorado since 10/04/2013Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (1 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
(5/9/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Jun 2011SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jason W Rite's CRS (Customer Relationship Summary).
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