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JJ
CFA
JJ
CFA

Jason Joffe

Inlight Wealth
25 Years of Experience
Atlanta, GA
View SEC Summary
View SEC Summary

Jason Joffe is a CFA-designated registered investment advisor at Inlight Wealth, based in Atlanta, GA, with 25 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 229 clients with $840M in assets under management.

Inlight Wealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
229 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$843.3M

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Portfolio management fees are individually negotiated with each client, up to 1.50% annually.

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

Location

1 Glenlake Parkway, Suite 975, Atlanta, GA, 30328

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Jason is a manager of West Elk, LLC (private fund general partner) and West Elk Capital, LLC (private fund investment manager) since 2017. These activities are investment-related and take nearly full-time, with about half his time spent during securities trading hours.

Employment History
Current Registrations
Inlight Wealth
December 2017 - Present · 8 yrs 10 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - October 2017 · 8 yrs 4 mos
Morgan Stanley
June 2009 - October 2017 · 8 yrs 4 mos
Citigroup Global Markets INC.Broker
September 2008 - June 2009 · 9 mos
Citigroup Global Markets INC.
September 2008 - June 2009 · 9 mos
Morgan Stanley & CO. Incorporated
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - September 2008 · 1 yr 5 mos
Morgan Stanley
March 2003 - April 2007 · 4 yrs 1 mo
Morgan Stanley Dw INC.Broker
November 2000 - April 2007 · 6 yrs 5 mos
State Registrations2 states
GATX
Advisor

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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