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Jason S Joffe

Inlight Wealth

Atlanta, GA

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Current Employers
Inlight Wealth

1 Glenlake Parkway Suite 975, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-04-22
GA RA APPROVED 2017-12-04
  • TX RA
    APPROVED
    Since 2019-04-22
  • GA RA
    APPROVED
    Since 2017-12-04

Branch Locations

1 Glenlake Parkway Suite 975, Atlanta, GA 30328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Atlanta GA 06/2009 10/2017
Morgan Stanley Private Bank, National Association New York NY 01/2015 10/2017
Inlight Wealth Management, Llc Atlanta GA 10/2017 Present
  • 06/2009 → 10/2017
    Morgan Stanley Smith Barney
    Atlanta, GA
  • 01/2015 → 10/2017
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 10/2017 → Present
    Inlight Wealth Management, Llc
    Atlanta, GA
Previous Registrations
  • 2009-06-01 → 2017-10-16
    Atlanta, GA
    Atlanta, GA
  • 2008-09-18 → 2009-06-01
    Atlanta, GA
  • 2007-04-02 → 2008-09-22
    Morgan Stanley & Co. Llc
    Atlanta, GA
  • 2003-03-05 → 2007-04-02
    Morgan Stanley Dw Inc.
    Atlanta, GA
    Atlanta, GA
Other Businesses

WEST ELK, LLC (PRIVATE FUND GENERAL PARTNER): MANAGER, INVESTMENT RELATED, 1175 PEACHTREE STREET NE, 100 COLONY SQUARE, SUITE 360, ATLANTA, GA 30361; 11/2017 TO PRESENT; 120 HOURS/MONTH TOGETHER WITH WEST ELK CAPITAL, LLC BELOW, 80 HOURS/MONTH OF WHICH ARE DURING SECURITIES TRADING HOURS WEST ELK CAPITAL, LLC (PRIVATE FUND INVESTMENT MANAGER): MANAGER, INVESTMENT RELATED, 1175 PEACHTREE STREET NE, 100 COLONY SQUARE, SUITE 760, ATLANTA, GA 30361; 11/2017 TO PRESENT; 120 HOURS/MONTH TOGETHER WITH WEST ELK, LLC ABOVE, 80 HOURS OF WHICH ARE DURING SECURITIES TRADING HOURS

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-12-06
  • S66 Uniform Combined State Law Examination
    2000-12-06
Designations

View on SEC IAPD

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