Jason Palomares Lavarias

Employer firm

Fitzwilliams Wealth Management Inc. CRD 312192

$124M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → Present
  Indoor Skydiving Virginia, Llc Dba Ifly Va Beach
  Virginia Beach, VA
• 03/2016 → 10/2018
  Intervest International Equities Corporation
  Colorado Springd, CO
• 03/2016 → 10/2018
  Intervest International, Inc
  Colorado Springs, CO
• 11/2018 → Present
  Fitwilliams Financial Inc
  Chesapeake, VA
• 12/2018 → 11/2021
  Ae Wealth Management, Llc
  Topeka, KS
• 11/2021 → Present
  Fitzwilliams Wealth Management, Inc.
  Chesapeake, VA

Previous Registrations

• 2018-12-13 → 2021-11-30
  Ae Wealth Management, Llc
  Chesapeake, VA
  Newport News, VA
• 2016-03-11 → 2018-11-27
  Intervest International, Inc.
  Virginia Beach, VA
  Colorado Springs, CO
• 2013-10-07 → 2014-04-14
  Osaic Fa, Inc.
  Virginia Beach, VA
• 2005-09-02 → 2013-07-11
  First Command Brokerage Services, Inc.
  Virginia Beach, VA
  New York, NY
  Virginia Beach, VA
  Highland Falls, NY
  Virginia Beach, VA
• 2005-06-24 → 2005-09-02
  First Command Bank
  Fort Worth, TX

Other Businesses

1) FITWILLIAMS FINANCIAL INC; YES INVESTMENT RELATED; 860 GREENBRIER CIRCLE, SUITE 305, CHESAPEAKE, VA 23320; INSURANCE SALES; FINANCIAL CONSULTANT; START DATE 11/2018; APPROX 10 HRS/MONTH; APPROX 0 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES. (2.) INDOOR SKYDIVING VIRGINIA, LLC DBA IFLY VA BEACH; NOT INVESTMENT RELATED; 2412 PACIFIC AVENUE, VIRGINIA BEACH; VA 23451; INDOOR SKYDIVING RECREATIONAL FACILITY; GENERAL MANAGER & FLIGHT INSTRUCTOR; START DATE 03/2014; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; DAILY BUSINESS OPERATIONS & FLIGHT INSTRUCTION.

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-06-23
• S63 Uniform Securities Agent State Law Examination
  2003-06-10

Other Names

• Jason Thomas Palomares Lavarias
• Jason Lavarias