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Jason Kuroda

Jason Kuroda

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CRD#: 6630519
Jason Kuroda

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Kuroda, CFP® was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2016. Jason had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

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.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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®

Certified Financial Planner

Start date: 2020

Experience

Past

September 16, 2021 - December 18, 2023

CHEMISTRY WEALTH MANAGEMENT LLC

RIA
CRD#: 316069
NEW YORK, NY
Past

April 16, 2021 - September 20, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
New York, NY
Past

November 11, 2019 - September 20, 2021

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
New York, NY
Past

September 14, 2016 - October 2, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
Honolulu, HI
Past

May 18, 2016 - October 2, 2019

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
Honolulu, HI

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".
CW
CHEMISTRY WEALTH MANAGEMENT LLC
ALAMASTRAND WEALTH MANAGEMENT, LLC | CHEMISTRY WEALTH MGMT | CHEMISTRY WEALTH MANAGEMENT LLC | CHEMISTRY WEALTH MANAGEMENT | CHEMISTRY WEALTH

CRD#: 316069 / SEC#: 801-122166

RIA
Registered Investment Advisory firm - (8/26/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 6/21/2016
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/17/2016
General Securities Representative Examination

Current Firm

CW
CHEMISTRY WEALTH MANAGEMENT LLC
ALAMASTRAND WEALTH MANAGEMENT, LLC | CHEMISTRY WEALTH MGMT | CHEMISTRY WEALTH MANAGEMENT LLC | CHEMISTRY WEALTH MANAGEMENT | CHEMISTRY WEALTH

CRD#: 316069 / SEC#: 801-122166

RIA
Registered Investment Advisory firm - (8/26/2021 Approved)
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Contact information

Main Address
111 Broadway Room 602, New York, NY 10006
Mailing Address
Phone number
(212) 970-8900
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CHEMISTRY DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/29/2026)

Regulatory assets under management

Total Number of Accounts1,970
AUM (Assets Under Management)$ 1,264,270,138

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.

Company Information

CHEMISTRY WEALTH MANAGEMENT LLC

CRD#: 316069

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