Jason D. Schrotberger

FAITHWARD CAPITAL

LANCASTER, PA 17601

CRD#: 8241606

Some features on this profile are disabled

Professional summary

Jason David Schrotberger is a registered financial advisor currently at FAITHWARD CAPITAL located in Lancaster, Pennsylvania.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Jason has worked at 1 firm .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason David Schrotberger'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 15, 2026 - Present

FAITHWARD CAPITAL

Office #1: 275 Hess Boulevard Suite 202, Lancaster, PA 17601

RIA

CRD#: 305092

LANCASTER, PA

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".

FAITHWARD CAPITAL

ALIGN INVESTMENTS | SEVENONESEVEN CAPITAL MANAGEMENT, LTD | SEVENONESEVEN CAPITAL MANAGEMENT | SEVENONESEVEN CAPITAL | FAITHWARD CAPITAL

CRD#: 305092 / SEC#: 801-117445

RIA

Registered Investment Advisory firm - (10/8/2019 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

Pennsylvania
(4/15/2026)

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

Current Firm

FAITHWARD CAPITAL

ALIGN INVESTMENTS | SEVENONESEVEN CAPITAL MANAGEMENT, LTD | SEVENONESEVEN CAPITAL MANAGEMENT | SEVENONESEVEN CAPITAL | FAITHWARD CAPITAL

CRD#: 305092 / SEC#: 801-117445

RIA

Registered Investment Advisory firm - (10/8/2019 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

275 Hess Boulevard Suite 202, Lancaster, PA 17601

Mailing Address

Phone number

(844) 970-4055

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAITHWARD CAPITAL ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	6,053
AUM (Assets Under Management)	$ 906,095,777

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

Sarah Darling

LPL FINANCIAL LLC

IAR

EPHRATA, PA

Shayne Beecher

RBC CAPITAL MARKETS, LLC

IAR

Lancaster, PA

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Jason D. Schrotberger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason David Schrotberger's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAITHWARD CAPITAL

Primary Firm SEC Registration

FAITHWARD CAPITAL

State Registrations and Notice Filings

Exams

Current Firm

FAITHWARD CAPITAL

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FAITHWARD CAPITAL

TRUST BUT VERIFY

Similar Advisors