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CFP
JO
CFP

Jason Odette

Maridea Wealth Management
30 Years of Experience
Shavano Park, TX
2 DisclosuresBrokerSells Insurance
View SEC Summary
View SEC Summary

Jason Odette is a CFP-designated registered investment advisor at Maridea Wealth Management, based in Shavano Park, TX, with 30 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 1,555 clients with $960M in assets under management.

Maridea Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
36 advisors
Number of Clients
1,555 clients
Average Client Portfolio
$617K average
Assets Under Management
$958.7M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Investment management fees range up to 2.50% annually based on scope, complexity, asset level, and overall relationship. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3009 Napier Park, Shavano Park, TX, 78231

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 2013
Final
Employment Separation After Allegations
October 2013
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jason spends full-time providing financial planning and investment management services through VitalStone Financial, LLC (DBA for Maridea Wealth Management, LLC). He also dedicates about 10% of his time to insurance sales through Maridea Insurance Company, LLC.

Employment History
Current Registrations
Maridea Wealth Management
September 2024 - Present · 2 yrs 1 mo
Private Client Services, LLCBroker
October 2020 - Present · 6 yrs
Previous Registrations
Vitalstone Financial, LLC
October 2020 - November 2024 · 4 yrs 1 mo
MML Investors Services, LLCBroker
March 2017 - October 2020 · 3 yrs 7 mos
MML Investors Services, LLC
March 2017 - October 2020 · 3 yrs 7 mos
Msi Financial Services, INC.
March 2015 - March 2017 · 2 yrs
Msi Financial Services, INC.Broker
February 2015 - March 2017 · 2 yrs 1 mo
Teamwork Financial Advisors, LLC
January 2014 - February 2015 · 1 yr 1 mo
Teamwork Financial Advisors, LLC
December 2013 - December 2013 · 0 mos
Curian Clearing, LLCBroker
January 2010 - November 2013 · 3 yrs 10 mos
Jackson National Life Distributors LLCBroker
January 2006 - December 2009 · 3 yrs 11 mos
Curian Capital, LLC
April 2003 - November 2013 · 10 yrs 7 mos
Investment Centers of America, INC.Broker
April 2003 - December 2005 · 2 yrs 8 mos
Mfs/sun Life Financial Distributors, INC.Broker
September 1999 - April 2003 · 3 yrs 7 mos
H.D. Vest Investment Securities, INC.Broker
February 1997 - September 1999 · 2 yrs 7 mos
Dean Witter Reynolds INC.Broker
April 1996 - January 1997 · 9 mos
Williams, Buchanan & Company, INC.Broker
January 1996 - April 1996 · 3 mos
State Registrations11 states
CACOFLGAIDILMANCNHNYTX
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.
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