JJ
Jason S. Jupiterwala
ALONGSIDE
Allen, TX 75013
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CRD#: 5887276
JJ
Professional summary
Jason Samoon Jupiterwala, who also goes by Jason Jupiterwala, is a registered financial advisor currently at ALONGSIDE, LLC located in Allen, Texas and OAKWOOD CAPITAL SECURITIES, INC. located in Allen, Texas.
Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Jason has worked at 5 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Jupiterwala
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.
FIXED INSURANCE POSITION: Insurance Agent NATURE: Selling/Servicing fixed insurance contract(s) INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 10/01/2020 ADDRESS: 1101 Central Expy S Ste 15, Allen TX 75013, United States DESCRIPTION: Selling/Servicing Fixed Insurance Contract(s) RIDGEMONT 1C110 POSITION: Owner/Secretary NATURE: LLC is established for the expenses of TAN/TIMI business INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/28/2020 ADDRESS: 1101 Central Expy S Ste 175, Allen TX 75013, United States DESCRIPTION: Entity governance, taking minutes in board meetings ALONGSIDE, LLC ABIDING WEALTH PARTNERS POSITION: Wealth Advisor, Owner NATURE: Investment advisory firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/29/2020 / 06/02/2025 ADDRESS: 1101 Central Expy S Ste 175, Allen TX 75013, United States DESCRIPTION: Provide investment advisory services to retail clients; Business entity we operate through for RIA,BD, and fixed insurance OAKWOOD CAPITAL SECURITIES POSITION: Registered Representative NATURE: Broker Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/02/2025 ADDRESS: 1101 Central Expy S Ste 175, Allen TX 75013, United States DESCRIPTION: Provide variable securities to retail clients
CRS (Client Relationship Summary) - RIA
Click below to view Jason Samoon Jupiterwala'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
June 2, 2025 - Present
ALONGSIDE, LLC
Office #1: 101 Central Expressway S Ste 175, Allen, TX 75013RIA
CRD#: 333587
Allen, TX
Current
July 3, 2025 - Present
OAKWOOD CAPITAL SECURITIES, INC.
Office #1: 1101 Central Expressway S Ste 175, Allen, TX 75013BD
CRD#: 21000
Allen, TX
Past
July 11, 2024 - June 3, 2025
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
Allen, TX
Past
October 29, 2020 - July 10, 2024
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
Allen, TX
Past
September 1, 2020 - July 7, 2025
THRIVENT ADVISOR NETWORK, LLC
RIA
CRD#: 304569
Allen, TX
Past
June 13, 2011 - October 28, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
ALLEN, TX
Past
May 30, 2011 - October 28, 2020
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
ALLEN, TX
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".
AL
ALONGSIDE, LLC
ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC
CRD#: 333587 / SEC#: 801-131682
RIA
Registered Investment Advisory firm - (1/15/2025 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.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
Colorado(7/3/2025)
RR
Ohio(7/3/2025)
RR
Oklahoma(7/3/2025)
IAR
Texas(6/2/2025)
RR
Texas(7/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AL
ALONGSIDE, LLC
ABIDING WEALTH PARTNERS | KEIL FINANCIAL PARTNERS | INFLECTION WEALTH MANAGEMENT | ALONGSIDE, LLC
CRD#: 333587 / SEC#: 801-131682
RIA
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Contact information
Main Address
3711 S Mopac Expy Suite 150, Austin, TX 78746
Mailing Address
Phone number
(214) 563-1190
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (8 States and Territories)
Documents
Red Flags
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