Jason Dodzik

Current Employers

Employment History

• 08/2013 → 09/2018
  Purshe Kaplan Sterling Investments
  Albany, NY
• 08/2013 → 09/2018
  Financial Counselors
  Portsmouth, VA
• 09/2018 → 05/2023
  F3 Logic, Llc
  Virginia Beach, VA
• 09/2018 → 07/2023
  Independent Financial Group
  Richmond, VA
• 06/2023 → 02/2025
  Gallagher Fiduciary Advisors, Llc
  Richmond, VA
• 07/2023 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → 02/2025
  Osaic Wealth, Inc.
  Richmond, VA
• 02/2025 → Present
  Independent Financial Group, Llc
  Richmond, VA
• 02/2025 → Present
  Cobblestone Asset Management, Llc
  Richmond, VA

Previous Registrations

• 2023-07-13 → 2025-02-19
  Gallagher Fiduciary Advisors, Llc
  Richmond, VA
• 2018-10-01 → 2023-05-19
  F3Logic, Llc
  Virginia Beach, VA
• 2013-09-03 → 2018-10-01
  Financial Counselors Of Virginia, Inc.
  Portsmouth, VA
• 2011-09-02 → 2013-09-03
  Next Financial Group, Inc.
  Virginia Beach, VA
  Virginia Beach, VA
• 2009-01-23 → 2011-09-21
  Securities America Advisors, Inc.
  Lavista, NE
• 2006-11-03 → 2009-01-23
  Brecek & Young Advisors, Inc.
  Virginia Beach, VA
  Cincinnati, OH
  Virginia Beach, VA
  Virginia Beach, VA
  Folsom, CA
  Virginia Beach, VA
• 2004-04-28 → 2006-04-04
  Next Financial Group, Inc.
  Virginia Beach, VA

Other Businesses

1)Independent Financial Group ;investment related; 12671 High Bluff Dr Suite 200,San Diego 92130 ; Registered Representative; 02/2025;130 hrs/month; 100 hrs during trading; Registered representative hybrid relationship 2)Insurance services of VA;investment related;2093 Bay Dunes Chase,Cape Charles,VA 23310;insurance broker;insurance agent/owner;1/9/2013;5 hrs/month;3 hrs during trading;servicing agent for my cleints with term, universal life & whole life insurance policies,represent long term care insurance policy owners,sell new insurance to new & existing clients 3)Investar Asset Mgt;investment related;3074 Brickhouse Ct,Virginia Beach,VA 23452;llc;owner/advisor;1/1/2020;130 hrs/month;100 hrs during trading;hybrid advisors performing the duties of a registered rep,IAR,and insurance agent under dba Investar Asset Mgt COBBLESTONE ASSET MANAGEMENT POSITION: Independent Contractor NATURE: Outside Registered Investment Advisor/Outside IAR INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2025 ADDRESS: 11449 Robious Road, Richmond, VA 23235 United States DESCRIPTION: Daily management of a hybrid business model for financial services to include Broker/Dealer and RIA JASON DODZIK POSITION: Agent/Representative NATURE: Insurance outside of IFG INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 3 START DATE: 01/01/2023 ADDRESS: 11449 Robious Road, Richmond, VA 23235, United States DESCRIPTION: Life insurance & LTC insurance Agent. INVESTAR ASSET MANAGEMENT POSITION: Officer/Director NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 01/01/2021 ADDRESS: 11449 Robious Road, Richmond, VA 23235, United States DESCRIPTION: As a Hybrid Financial Advisor, I research, present, sell and service Insurance and Investment related products. I serve in the capacity of Insurance Agent, Registered Representative and Investment Advisor Representative.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-03
• S63 Uniform Securities Agent State Law Examination
  2002-03-26