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JK

Jason A. Koval

META WEALTH ADVISORY
TIMONIUM, MD 21093
Some features on this profile are disabled
CRD#: 7579323
JK

Professional summary

Jason Anthony Koval, who also goes by Jason A Koval, is a registered financial advisor currently at META WEALTH ADVISORY located in Timonium, Maryland.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Jason has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason A Koval

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 Anthony Koval's CRS (Customer Relationship Summary).
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

April 20, 2026 - Present

META WEALTH ADVISORY

Office #1: 1954 Greenspring Dr Suite 310, Timonium, MD 21093
RIA
CRD#: 338023
TIMONIUM, MD
Past

July 2, 2025 - September 26, 2025

ELITE INCOME ADVISORS, INC.

RIA
CRD#: 285429
ELLICOTT CITY, MD
Past

November 4, 2024 - March 21, 2025

RED OAK FINANCIAL GROUP

RIA
CRD#: 166912
TOWSON, MD

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
META WEALTH ADVISORY
META WEALTH ADVISORY | THOMPSON WEALTH SOLUTIONS, LLC | T5 WEALTH SOLUTIONS

CRD#: 338023 / SEC#: 801-134259

RIA
Registered Investment Advisory firm - (8/29/2025 Approved)

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
Maryland
(4/20/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/2/2024
Uniform Investment Adviser Law Examination

Current Firm

MW
META WEALTH ADVISORY
META WEALTH ADVISORY | THOMPSON WEALTH SOLUTIONS, LLC | T5 WEALTH SOLUTIONS

CRD#: 338023 / SEC#: 801-134259

RIA
Registered Investment Advisory firm - (8/29/2025 Approved)
PREMIUM
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Contact information

Main Address
1954 Greenspring Dr Suite 310, Timonium, MD 21093
Mailing Address
Phone number
(410) 683-9263
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (4 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (1/7/2026)

Regulatory assets under management

Total Number of Accounts333
AUM (Assets Under Management)$ 172,057,328

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

META WEALTH ADVISORY

CRD#: 338023Timonium, MD 21093

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