Jason L. Ackerman

WEALTH RABBIT

ROCK HILL, SC 29732

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CRD#: 6694276

Professional summary

Jason Leigh Ackerman, CFP® is a registered financial advisor currently at WEALTH RABBIT located in Rock Hill, South Carolina.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jason has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

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.

Bernard N. Ackerman, CPA, P.A. - not investment related 596 Herrons Ferry Road, 5th Floor Rock Hill, SC 29730 Accounting and tax professional Title - CPA Relationship with other business - sister organizations 8/1/2016 - stare of relationship 160 devoted to other business 160 devoted to other business I prepared tax returns and help with accounting for individuals and businesses.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Leigh Ackerman'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^®

Certified Financial Planner

Start date: 2014

Experience

Current

August 15, 2024 - Present

WEALTH RABBIT

Office #1: 2685 Celanese Road, Ste 100, Rock Hill, SC 29732

RIA

CRD#: 330633

ROCK HILL, SC

Past

August 10, 2016 - April 29, 2022

CONSOLIDATED INVESTMENT ADVISORS LLC

RIA

CRD#: 156009

ROCK HILL, SC

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

South Carolina
(8/15/2024)

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.

Exams

Current Firm

WEALTH RABBIT

PRAJANA VENTURES, LLC | WEALTH RABBIT

CRD#: 330633 / SEC#:

South Carolina

Registered Investment Advisory firm - (8/15/2024 Approved)

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Contact information

Main Address

2685 Celanese Road, Ste 100, Rock Hill, SC 29732

Mailing Address

Phone number

(803) 324-7100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 23,159

Red Flags

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