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Jason Samoon Jupiterwala

Alongside, LLC

Austin, TX

Allen, TX

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Current Employers
Alongside, Llc

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-06-02
  • TX RA
    APPROVED
    Since 2025-06-02

Branch Locations

3711 S Mopac Expy Suite 150, Austin, TX 78746 • United States

101 Central Expressway S Ste 175, Allen, TX 75013 • 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
Thrivent Investment Management Inc Allen TX 02/2011 10/2020
Thrivent Financial For Lutherans Appleton WI 06/2011 10/2020
Thrivent Advisor Network, Llc D/B/A Abiding Wealth Partners Allen TX 10/2020 06/2025
Purshe Kaplan Sterling Investments Albany NY 10/2020 07/2024
Thrivent Investment Management Inc Minneapolis MN 07/2024 06/2025
Alongside Llc Austin TX 06/2025 Present
Oakwood Capital Securities, Inc. Minneapolis MN 06/2025 Present
  • 02/2011 → 10/2020
    Allen, TX
  • 06/2011 → 10/2020
    Thrivent Financial For Lutherans
    Appleton, WI
  • 10/2020 → 06/2025
    Thrivent Advisor Network, Llc D/B/A Abiding Wealth Partners
    Allen, TX
  • 10/2020 → 07/2024
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 07/2024 → 06/2025
    Minneapolis, MN
  • 06/2025 → Present
    Austin, TX
  • 06/2025 → Present
    Oakwood Capital Securities, Inc.
    Minneapolis, MN
Previous Registrations
Other Businesses

FIXED INSURANCE POSITION: Insurance Agent NATURE: Selling/Servicing fixed insurance contract(s) INVESTMENT RELATED: No NUMBER OF HOURS: 16 SECURITIES TRADING HOURS: 16 START DATE: 10/01/2020 ADDRESS: 1101 Central Expy S Ste 15, Allen TX 75013, United States DESCRIPTION: Selling/Servicing Fixed Insurance Contract(s) RIDGEMONT 1C110 POSITION: Owner/Secretary NATURE: LLC is established for the expenses of TAN/TIMI business INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 10/28/2020 ADDRESS: 1101 Central Expy S Ste 175, Allen TX 75013, United States DESCRIPTION: Entity governance, taking minutes in board meetings ALONGSIDE, LLC ABIDING WEALTH PARTNERS POSITION: Wealth Advisor, Owner NATURE: Investment advisory firm INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 10/29/2020 / 06/02/2025 ADDRESS: 1101 Central Expy S Ste 175, Allen TX 75013, United States DESCRIPTION: Provide investment advisory services to retail clients; Business entity we operate through for RIA,BD, and fixed insurance OAKWOOD CAPITAL SECURITIES POSITION: Registered Representative NATURE: Broker Dealer INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 06/02/2025 ADDRESS: 1101 Central Expy S Ste 175, Allen TX 75013, United States DESCRIPTION: Provide variable securities to retail clients

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-11
  • S66 Uniform Combined State Law Examination
    2011-06-11
Other Names
  • Jason Samoon Jupiterwala
  • Jason Jupiterwala

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