Jason Silverberg is a CFP, ChFC-designated registered investment advisor, based in Rockville, MD, with 21 years of industry experience. Jason is also registered as a broker, so some compensation may come from commissions on products sold.
Location
2101 Gaither Rd, Ste 600, Rockville, MD, 20850
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an author and owner of Silverstone Press LLC, dedicating about 10-20% of his time to these activities. He also works as an agent/broker selling fixed insurance, spending minimal time on this.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Cetera Investment Advisers LLC
Cetera Wealth Services, LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations24 states
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
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