Jason Auerbach
Professional Summary
Jason Auerbach, who also goes by Jason Matthew Auerbach, is a registered financial advisor currently at NAVIS WEALTH ADVISORS LLC located in Jupiter, Florida and QUINCY WELLS CAPITAL, LLC located in Chicago, Illinois. Jason is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2022. Jason has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason Matthew Auerbach
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
4 years in the financial services industry
Current & Past Employments
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Current Firm
APELIUX CAPITAL ADVISORS, LLC | NAVIS WEALTH ADVISORS LLC
Contact Information
Main Address
800 Westchester Avenue Suite 700, Rye Brook, NY 10573Phone Number
(914) 848-8300# of Employees
8SEC notice filing (4 States and Territories)
Registered to provide investment advisory services in 4 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
623AUM (Assets Under Management)
$902,226,266Similar Advisors
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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.
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Primary Firm SEC Registration
APELIUX CAPITAL ADVISORS, LLC | NAVIS WEALTH ADVISORS LLC
State Registrations and Notice Filings
(6/15/2024)
(5/4/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.Note:This rule does not apply to broker-dealer activity.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jason Auerbach's CRS (Customer Relationship Summary).
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