JD
Jason D. Delorenzo
AD DEUM FUNDS
South Riding, VA
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CRD#: 6988661
JD
Professional summary
Jason Daniel Delorenzo is a registered financial advisor currently at AD DEUM FUNDS, LLC located in South Riding, Virginia.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. 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.
(1) Business Name: Regulus Group, LLC Business Address: 600 Maryland Avenue, Suite 755E, Washington, DC 20024 Nature of Business: Business providing system engineering, program management, and air traffic support for multiple Federal Aviation Administration (FAA) and Department of Defense programs. This business is investment-related. Job Title: Principal Analyst, Civil Programs Agency Job Description: Supporting historical data normalization and process improvement for the Federal Aviation Administration (FAA) by providing program management related analysis. Start Date: 06/30/2017 Approximate Number of Hours Per Month: 160 hours/month Number of Hours Devoted During Securities Trading Hours: 160 hours/month (2) Business Name: Chimera Research Group, Inc. Nature of Business: A subscription-based website providing self-curated and peer-reviewed research and trade reports, statistical and clinical analysis, and additional proprietary services. Job Title: Options Trading Analyst Job Description: Draft and publish a monthly article through the business' subscriptions services described above. The articles analyze options trading strategies and insights in the biotech and pharmaceutical sectors. Start Date: 01/01/2015 Approximate Number of Hours Per Month: 10 hours/month Number of Hours Devoted During Securities Trading Hours: 0 hours/month (3) Business Name: EcoQuant Intel Nature of Business: A subscription-based website in which subscribers get access to trading and investment analysis based on a behavioral economic methodology. Job Title: Options Trading Analyst Job Description: Contribute analysis and information on current and potential trade ideas to EcoQuant Intel's website. Start Date: 08/01/2018 Approximate Number of Hours Per Month: 20 hours/month Number of Hours Devoted During Securities Trading Hours: 10 hours/month (4) Nature of Business: Real Estate Investment Rental Property Job Title: Owner and Landlord Job Description: Interface with a property manager who handles all business administration and management regarding the property. Provide final approval for requests made concerning the property. Start Date: 02/01/2013 Approximate Number of Hours Per Month: 1 hour/month Number of Hours Devotes During Securities Trading Hours: 0 hours/month
CRS (Client Relationship Summary) - RIA
Click below to view Jason Daniel Delorenzo'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
October 19, 2018 - Present
AD DEUM FUNDS, LLC
RIA
CRD#: 293323
South Riding, VA
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
Tennessee(7/23/2021)
IAR
Virginia(10/19/2018)
Current Firm
AD
AD DEUM FUNDS, LLC
AD DEUM FUNDS, LLC | WIZARD OF OPS | RED BARN FINANCIAL
CRD#: 293323 / SEC#:
Tennessee
Registered Investment Advisory firm - (7/22/2021 Approved)Virginia
Registered Investment Advisory firm - (10/19/2018 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
South Riding, VA
Mailing Address
25050 Riding Plaza Suite 130-202, South Riding, VA 20152
Phone number
(515) 523-3386
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 65 |
| AUM (Assets Under Management) | $ 4,457,416 |
Red Flags
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