Jason P. Dongelewic

MARATHON MISSION

LATHAM, NY 12110

CRD#: 8180980

Some features on this profile are disabled

Professional summary

Jason Patrick Dongelewic is a registered financial advisor currently at MARATHON MISSION, INC. located in Latham, New York.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jason has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

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 Patrick Dongelewic'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

November 2, 2025 - Present

MARATHON MISSION, INC.

Office #1: 930 Albany Shaker Road Ste 105 B, Latham, NY 12110

RIA

CRD#: 288654

LATHAM, NY

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".

MARATHON MISSION, INC.

MARATHON MISSION | MICHAEL S RYAN, INC. | MICHAEL S RYAN, INC | MARATHON MISSION, INC. | MARATHON MISSION WEALTH MANAGEMENT

CRD#: 288654 / SEC#: 801-110817

RIA

Registered Investment Advisory firm - (7/21/2017 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

New York
(11/2/2025)

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

State Security Law Exam

IAR

Series 65

Date: 9/26/2025

Uniform Investment Adviser Law Examination

Current Firm

MARATHON MISSION, INC.

MARATHON MISSION | MICHAEL S RYAN, INC. | MICHAEL S RYAN, INC | MARATHON MISSION, INC. | MARATHON MISSION WEALTH MANAGEMENT

CRD#: 288654 / SEC#: 801-110817

RIA

Registered Investment Advisory firm - (7/21/2017 Approved)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

930 Albany Shaker Road Ste 105 B, Latham, NY 12110

Mailing Address

Phone number

(518) 689-0773

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - MARATHON MISSION, INC. (1/8/2026)

Regulatory assets under management

Total Number of Accounts	518
AUM (Assets Under Management)	$ 177,052,266

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.

Similar Advisors

Nichole Raftopoulos

NVEST FINANCIAL, LLC

IAR

PORTSMOUTH, NH

Douglas Kelly

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Latham, NY

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason P. Dongelewic

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Patrick Dongelewic's CRS (Customer Relationship Summary).

Certified licenses

Experience

MARATHON MISSION, INC.

Primary Firm SEC Registration

MARATHON MISSION, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/26/2025

Current Firm

MARATHON MISSION, INC.

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MARATHON MISSION, INC.

TRUST BUT VERIFY

Similar Advisors