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JS

Jason C. Stelter

TRIPLE CROWN WEALTH MANAGEMENT
Charleston, WV 25301
Some features on this profile are disabled
CRD#: 6825856
JS

Professional summary

Jason Carl Stelter is a registered financial advisor currently at TRIPLE CROWN WEALTH MANAGEMENT located in Charleston, West Virginia.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Jason has worked at 1 firm and has passed the Series 65 exam.

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 Jason Carl Stelter'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

July 19, 2017 - Present

TRIPLE CROWN WEALTH MANAGEMENT

Office #1: 232 Capitol Street, Charleston, WV 25301Office #2: 1792 Alysheba Way Suite 100, Lexington, KY 40509
RIA
CRD#: 289164
Charleston, WV

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
Kentucky
(7/19/2017)
IAR
Ohio
(8/15/2018)
IAR
Tennessee
(6/29/2020)
IAR
Virginia
(8/5/2021)
IAR
West Virginia
(4/16/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/14/2017
Uniform Investment Adviser Law Examination

Current Firm

TC
TRIPLE CROWN WEALTH MANAGEMENT
LEXINGTON FINANCIAL ADVISORS, LLC | TRIPLE CROWN WEALTH MANAGEMENT

CRD#: 289164 / SEC#:

Kentucky
Registered Investment Advisory firm - (7/19/2017 Approved)
Ohio
Registered Investment Advisory firm - (8/15/2018 Approved)
Tennessee
Registered Investment Advisory firm - (6/29/2020 Approved)
Virginia
Registered Investment Advisory firm - (8/5/2021 Approved)
West Virginia
Registered Investment Advisory firm - (4/16/2019 Approved)
PREMIUM
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Contact information

Main Address
1792 Alysheba Way Suite 100, Lexington, KY 40509
Mailing Address
Phone number
(859) 967-9272
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts266
AUM (Assets Under Management)$ 14,253,740

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

TRIPLE CROWN WEALTH MANAGEMENT

CRD#: 289164Charleston, WV 25301

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