Jason Maxwell Wong

Employer firm

Independent Financial Group, LLC CRD 7717

$12.9B regulatory AUM 301 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 12/2024 → Present
  Independent Financial Group Llc
  New York, NY
• 07/2023 → 08/2024
  Kiewit Corporation
  Woodcliff Lake, NJ
• 05/2022 → 08/2022
  Kiewit Corporation
  Woodcliff Lake, NJ
• 05/2020 → 08/2020
  Glebar Company
  Ramsey, NJ
• 05/2019 → 08/2019
  Glebar Company
  Ramsey, NJ
• 08/2019 → 05/2023
  Lafayette College
  Easton, PA
• 08/2024 → Present
  W Wealth Strategies Llc
  New York, NY
• 09/2015 → 06/2019
  North Valley Old Tappan
  Old Tappan, NJ

Other Businesses

W WEALTH STRATEGIES POSITION: Employee NATURE: DBA Name for Marketing Purposes Only INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 0 START DATE: 12/02/2024 ADDRESS: 150 West 56th Street, Suite 4012, New York NY 10019, United States DESCRIPTION: Licensed administrative assistant.

Exams

• S66 Uniform Combined State Law Examination
  2025-07-24