Jason Robert Odette

CFP

Maridea Wealth Management

29 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners

Maridea Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

23 advisors

Number of Clients

587 clients

Average Client Portfolio

$799K average

Assets Under Management

$469.2M

Fee Structure

Minimum Investment:$100K

Location

25 Kent Avenue, Suite 401, Brooklyn, NY, 11249

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History

Regulatory History (2)

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Regulatory

November 2013

Final

Employment Separation After Allegations

October 2013

View Full SEC Report How 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 · 1 yr 5 mos

Private Client Services, LLCBroker

October 2020 - Present · 5 yrs 4 mos

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

Exams

No exam information available for this advisor.