JD
JD
Jason Dilauro is a registered investment advisor, based in Beachwood, OH, with 31 years of industry experience.
Location
24400 Chagrin Blvd., Suite 310, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (2)
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Customer Dispute
November 2016Closed-No Action
Customer Dispute
November 2003Withdrawn
Other Business ActivitiesSells Insurance
Jason is an agent for Broadstone Global/Advisors Excel and Business Underwriters Associates, working as an outside underwriter for fixed life insurance, disability products, and long-term care, dedicating minimal time to each. He is also a branch owner/financial advisor at DWT Wealth LLC, owns rental real estate, and is involved in real estate brokerage through JDMW Properties, each requiring minimal time.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
September 2025 - Present · 8 mos
Oneseven
July 2025 - Present · 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
March 2009 - July 2025 · 16 yrs 4 mos
Raymond James Financial Services, INC.Broker
March 2009 - July 2025 · 16 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 1996 - March 2009 · 12 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 1995 - March 2009 · 14 yrs 1 mo
State Registrations12 states
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AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.