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Jason Patrick Dongelewic

Marathon Mission, Inc.

Latham, NY

CRD 8180980

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Employer firm

Marathon Mission, Inc. CRD 288654

$177M regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Marathon Mission, Inc.

930 Albany Shaker Road Ste 105 B, Latham, NY 12110 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-11-02
  • NY RA
    APPROVED
    Since 2025-11-02

Branch Locations

930 Albany Shaker Road Ste 105 B, Latham, NY 12110 • 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
Student Albany NY 10/2015 01/2019
Student Albany NY 01/2019 01/2021
Student Albany NY 01/2021 05/2023
Student Albany NY 05/2023 02/2025
Student Albany NY 05/2017 07/2025
Marathon Mission Albany NY 09/2025 Present
Marathon Mission Latham NY 09/2025 Present
  • 10/2015 → 01/2019
    Student
    Albany, NY
  • 01/2019 → 01/2021
    Student
    Albany, NY
  • 01/2021 → 05/2023
    Student
    Albany, NY
  • 05/2023 → 02/2025
    Student
    Albany, NY
  • 05/2017 → 07/2025
    Student
    Albany, NY
  • 09/2025 → Present
    Marathon Mission
    Albany, NY
  • 09/2025 → Present
    Marathon Mission
    Latham, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-26
  • S65 Uniform Investment Adviser Law Examination
    2025-09-26

View on SEC IAPD

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