Jason Rericha

Tru Independence Asset Management, LLC

15 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching

Tru Independence Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

1,261 clients

Average Client Portfolio

$456K average

Assets Under Management

$575.3M

Fee Structure

Financial Planning:Included in AUM fee

Location

1523 Elizabeth Ave, Suite 210, Charlotte, NC, 28204

Get directions

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.

Other Business ActivitiesSells Insurance

Jason is a Managing Director at YellowWood Wealth Solutions, LLC, a Registered Investment Advisor (RIA), dedicating most of his time as a financial advisor. He is also a Registered Representative with APW Capital and sells insurance as Jason Rericha - Insurance, spending a few hours per week on insurance-related activities.

Employment History

Current Registrations

Tru Independence Asset Management, LLC

July 2019 - Present · 6 yrs 7 mos

Apw Capital, INC.Broker

January 2019 - Present · 7 yrs 1 mo

Previous Registrations

Yellowwood Wealth Solutions, LLC

November 2018 - June 2019 · 7 mos

Merrill Lynch, Pierce, Fenner & Smith Incorporated

February 2010 - November 2018 · 8 yrs 9 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

January 2010 - November 2018 · 8 yrs 10 mos

State Registrations10 states

DEFLGANCNYOHPASCVAWI

AdvisorBrokerBoth

Exams

No exam information available for this advisor.