Inactive

Jason Jeffrey Ewing

CRD 8210758

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Employer firm

Savvy CRD 318493

$5.00B regulatory AUM 265 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Selection of other advisers
Periodicals / newsletters
Educational seminars

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

Current Employers

Savvy

111 West 33Rd Street Unit 1410, New York, NY 10001 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-01-12

NY RA
APPROVED

Since 2026-01-12

Branch Locations

111 West 33Rd Street Unit 1410, New York, NY 10001 • 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

Organization	City	State	From	To
Savvy	New York	NY	01/2026	Present
Crestwood Advisors	Boston	MA	04/2024	12/2025
Trillium Trading	New York	NY	09/2020	03/2024
College	Newark	DE	09/2016	09/2020
High School	Reading	MA	09/2012	09/2016

01/2026 → Present

Savvy

New York, NY
04/2024 → 12/2025

Crestwood Advisors

Boston, MA
09/2020 → 03/2024

Trillium Trading

New York, NY
09/2016 → 09/2020

College

Newark, DE
09/2012 → 09/2016

High School

Reading, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-12-29

S65 Uniform Investment Adviser Law Examination

2025-12-29

View on SEC IAPD

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