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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 229 clients with $840M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Inlight Wealth offers portfolio management services, and fees are individually negotiated with each client, up to a maximum of 1.50% annually. The fees cover both investment management and brokerage expenses. Fees are generally paid quarterly, in advance, and are based on the account value as of the last business day of the previous quarter.
Location
1 Glenlake Parkway, Suite 975, Atlanta, GA, 30328
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
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