Jason Michael Rotman
Professional Summary
Jason Michael Rotman, who also goes by Jason Rotman, is a registered financial advisor currently at ELEVATE WEALTH ADVISORS, LLC located in Newport Beach, California. Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jason has worked at 3 firms and has passed the Series 66, Series 7TO, SIE, Series 3 and Series 30 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason Rotman
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
15 years in the financial services industry
Current & Past Employments
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Current Firm
ELEVATE FINANCIAL & INSURANCE SERVICES, LLC | SPEARHEAD ADVISORS, LLC | ELEVATE WEALTH ADVISORS, LLC
Contact Information
Main Address
4675 Macarthur Court Suite 1430, Newport Beach, CA 92660Phone Number
(949) 876-5249# of Employees
8Documents
Regulatory Assets Under Management
Total Number of Accounts
119AUM (Assets Under Management)
$29,445,296Similar Advisors
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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.
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State Registrations and Notice Filings
(5/2/2025)
(5/2/2025)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Rotman's CRS (Customer Relationship Summary).
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