Jasha Lilaj

APTION ADVISORS LLC

WASHINGTON, DC 20005

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CRD#: 6709407

Professional summary

Jasha Lilaj is a registered financial advisor currently at APTION ADVISORS LLC located in Washington, District Of Columbia.

Jasha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Jasha has worked at 2 firms and has passed the Series 63, SIE and Series 7 exams.

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jasha Lilaj'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®

None

Experience

Current

May 22, 2025 - Present

APTION ADVISORS LLC

Office #1: 1100 15th St Nw, Washington, DC 20005

RIA

CRD#: 333568

WASHINGTON, DC

Past

November 7, 2016 - July 16, 2019

DFA SECURITIES LLC

CRD#: 10292

CHARLOTTE, NC

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

District of Columbia
(5/22/2025)

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

State Security Law Exam

Series 63

Date: 1/23/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/7/2016

General Securities Representative Examination

Current Firm

APTION ADVISORS LLC

CRD#: 333568 / SEC#:

District of Columbia

Registered Investment Advisory firm - (5/22/2025 Approved)

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Contact information

Main Address

1100 15th St Nw, Washington, DC 20005

Mailing Address

Phone number

(617) 412-5604

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Jasha Lilaj

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jasha Lilaj's CRS (Customer Relationship Summary).

Certified licenses

Experience

APTION ADVISORS LLC

DFA SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/23/2017

SIE

Date: 10/1/2018

Series 7

Date: 11/7/2016

Current Firm

APTION ADVISORS LLC

Contact information

Documents

Red Flags

Company Information

APTION ADVISORS LLC

TRUST BUT VERIFY

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