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Jason C. Stelter
TRIPLE CROWN WEALTH MANAGEMENT
Charleston, WV 25301
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CRD#: 6825856
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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.
Jason Stelter is also a licensed insurance agent with Lexington Financial, LLC. Jason Stelter's work with Lexington Financial, LLC is investment related. Jason performs this work from the Lexington Financial Advisors, LLC's office, 1795 Alysheba Way, Suite 4204, Lexington, KY 40509. Jason began selling insurance in January 2011. Jason has an ownership interest in Lexington Financial, LLC and serves as the President. Jason spends approximately 300 hours per month performing insurance duties, and approximately 6-7 hours daily during securities trading hours. Jason works with clients to determine their insurance needs, runs quotes to find the best options for clients, enters insurance applications once he receives client approval, and works with the insurance companies to get the insurance policies issued.
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®
NoneExperience
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 40509RIA
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)
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)Upgrade to AdvisorCheck 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
Regulatory assets under management
| Total Number of Accounts | 150 |
| AUM (Assets Under Management) | $ 8,443,340 |
Red Flags
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Company Information
TRIPLE CROWN WEALTH MANAGEMENT
CRD#: 289164Charleston, WV 25301TRUST BUT VERIFY
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