Jason Jupiterwala is a registered investment advisor, based in Austin, TX, with 14 years of industry experience.
Location
3711 S Mopac Expy, Suite 150, Austin, TX, 78746
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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 insurance agent selling/servicing fixed insurance contracts, and owns an LLC for business expenses. He is also a wealth advisor at Thrivent Advisor Network, LLC, providing investment advisory services to retail clients, dedicating about a quarter of his time to this.
Employment History
Current Registrations
Oakwood Capital Securities, INC.Broker
Alongside, LLC
Previous Registrations
Thrivent Investment Management INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Thrivent Advisor Network, LLC
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
State Registrations4 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.