Jason Daniel Delorenzo

Employer firm

Ad Deum Funds, LLC CRD 293323

$1.24M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Periodicals / newsletters
• AFFILIATED INVESTMENT ANALYSIS AND INFORMATION PUBLISHED THROUGH THIRD-PARTY SUBSCRIPTION SERVICES.

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

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

Current Employers

Employment History

• 07/2017 → Present
  Regulus Group, Llc
  Washington, DC
• 11/2016 → 07/2017
  Management, Consulting, And Research Llc
  Washington, DC
• 01/2014 → 11/2016
  Logistics Management Institute
  Tysons, VA

Other Businesses

(1) Business Name: Regulus Group, LLC Business Address: 600 Maryland Avenue, Suite 755E, Washington, DC 20024 Nature of Business: Business providing system engineering, program management, and air traffic support for multiple Federal Aviation Administration (FAA) and Department of Defense programs. This business is investment-related. Job Title: Principal Analyst, Civil Programs Agency Job Description: Supporting historical data normalization and process improvement for the Federal Aviation Administration (FAA) by providing program management related analysis. Start Date: 06/30/2017 Approximate Number of Hours Per Month: 160 hours/month Number of Hours Devoted During Securities Trading Hours: 160 hours/month (2) Business Name: Chimera Research Group, Inc. Nature of Business: A subscription-based website providing self-curated and peer-reviewed research and trade reports, statistical and clinical analysis, and additional proprietary services. Job Title: Options Trading Analyst Job Description: Draft and publish a monthly article through the business' subscriptions services described above. The articles analyze options trading strategies and insights in the biotech and pharmaceutical sectors. Start Date: 01/01/2015 Approximate Number of Hours Per Month: 10 hours/month Number of Hours Devoted During Securities Trading Hours: 0 hours/month (3) Business Name: EcoQuant Intel Nature of Business: A subscription-based website in which subscribers get access to trading and investment analysis based on a behavioral economic methodology. Job Title: Options Trading Analyst Job Description: Contribute analysis and information on current and potential trade ideas to EcoQuant Intel's website. Start Date: 08/01/2018 Approximate Number of Hours Per Month: 20 hours/month Number of Hours Devoted During Securities Trading Hours: 10 hours/month (4) Nature of Business: Real Estate Investment Rental Property Job Title: Owner and Landlord Job Description: Interface with a property manager who handles all business administration and management regarding the property. Provide final approval for requests made concerning the property. Start Date: 02/01/2013 Approximate Number of Hours Per Month: 1 hour/month Number of Hours Devotes During Securities Trading Hours: 0 hours/month

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-01-24