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Jason Weisfeld

Arkadios Wealth Advisors

Garden City, NY

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Current Employers
Arkadios Wealth Advisors

2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-18
  • NY RA
    APPROVED
    Since 2026-04-18

Branch Locations

1325 Franklin Avenue, Suite 105, Garden City, NY 11530 • 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
Monogram Wealth Partners Garden City NY 03/2025 10/2025
Chase Instrument Company West Babylon NY 10/2018 03/2025
Station Companies New York NY 03/2018 10/2018
Cpex Real Estate Brooklyn NY 06/2015 03/2018
Arkadios Capital Atlanta GA 09/2025 Present
  • 03/2025 → 10/2025
    Monogram Wealth Partners
    Garden City, NY
  • 10/2018 → 03/2025
    Chase Instrument Company
    West Babylon, NY
  • 03/2018 → 10/2018
    Station Companies
    New York, NY
  • 06/2015 → 03/2018
    Cpex Real Estate
    Brooklyn, NY
  • 09/2025 → Present
    Arkadios Capital
    Atlanta, GA
Other Businesses

Monogram Wealth Parnters, Investment related, 1325 Franklin Avenue, Suite 105, Garden City NY 11530, Wealth Management Associate, Started 3/3/2025, 120-160hrs/month during securities trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-18
  • S66 Uniform Combined State Law Examination
    2026-04-18

View on SEC IAPD

Other Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CETERA INVESTMENT ADVISERS LLC
BRIXTON CAPITAL WEALTH ADVISORS, LLC
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
LESLIE MARIE GIORDANO
ARIES INVESTMENT ADVISORS, LLC

Other Investors

TIMOTHY J TASSO
DAWN MARIE EGGERS
DAVID BRIAN CARPENTIER
Alexander Oliner
JULIA BATTAGLIA
Sei il im
ELLEN M CHAN
Jesse M Silver

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · Garden City, NY
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · GARDEN CITY, NY
CETERA INVESTMENT ADVISERS LLC · GARDEN CITY, NY
BRIXTON CAPITAL WEALTH ADVISORS, LLC · GARDEN CITY, NY
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Garden City, NY
OSAIC WEALTH, INC. · GARDEN CITY, NY
COMMONWEALTH FINANCIAL NETWORK · Garden City, NY

More in Garden City, NY

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