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JL

Jasha Lilaj

APTION ADVISORS
WASHINGTON, DC 20005
Some features on this profile are disabled
CRD#: 6709407
JL

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

BD
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)

Exams

State Security Law Exam
RR
Series 63
Date: 1/23/2017
Uniform Securities Agent 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: 11/7/2016
General Securities Representative Examination

Current Firm

AA
APTION ADVISORS LLC
APTION ADVISORS LLC

CRD#: 333568 / SEC#:

District of Columbia
Registered Investment Advisory firm - (5/22/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
2

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.

Company Information

APTION ADVISORS LLC

CRD#: 333568Washington, DC 20005

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