Jason Robert Odette

Current Employers

Employment History

• 02/2015 → 03/2017
  Msi Financial Services, Inc.
  San Antonio, TX
• 03/2017 → 10/2020
  Mml Investors Services, Llc
  San Antonio, TX
• 07/2016 → 09/2020
  Mass Mutual
  San Antonio, TX
• 10/2020 → Present
  Private Client Services, Llc
  San Antonio, TX
• 10/2020 → Present
  Vitalstone Financial, Llc
  Shavano Park, TX
• 03/2015 → 03/2017
  Msi Financial Services, Inc.
  San Antonio, TX
• 03/2017 → 10/2020
  Mml Investors Services, Llc
  San Antonio, TX
• 09/2024 → Present
  Maridea Wealth Management Llc
  San Antonio, TX
• 09/2024 → Present
  Maridea Insurance Company, Llc
  San Antonio, TX

Previous Registrations

• 2020-10-01 → 2024-11-22
  Vitalstone Financial, Llc
  San Antonio, TX
  Shavano Park, TX
  Shavano Park, TX
• 2017-03-25 → 2020-10-06
  Mml Investors Services, Llc
  San Antonio, TX
• 2015-03-04 → 2017-03-25
  Msi Financial Services, Inc.
  San Antonio, TX
• 2013-12-02 → 2015-02-18
  Teamwork Financial Advisors, Llc
  San Antonio, TX
• 2003-04-11 → 2013-11-08
  Curian Capital, Llc
  Denver, CO
  Denver, CO

Other Businesses

1) VitalStone Financial, LLC: DBA for Maridea Wealth Management, LLC ; I devote 40 hours/week to this business and provide financial planning and investment management services to clients. The address is: 2915 W. Bitters Rd., Suite 315, San Antonio, TX 78248 2) Maridea Insurance Company, LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Approx. 10% of time during the month. 3) Maridea Wealth Management LLC; Investment-related; 25 Kent Avenue Suite 401, Brooklyn, NY 11249; Registered Investment Advisor; Start date: 09/2024; Investment advisory services offered through Maridea Wealth Management LLC. Mr. Odette serves as an Investment Advisor Representative ("IAR") for Maridea Wealth Management LLC since 09/2024. 4) Mr. Odette is registered with Private Client Services, LLC ("PCS") and Maridea Wealth Management LLC ("Maridea"). Mr. Odette has served as a registered representative with PCS since 10/2020 and an investment advisor representative with Maridea since 09/2024. Business is conducted from 3009 Napier Park, Shavano Park, TX. Approximately 90% of Mr. Odette's time is for services as an investment advisor representative and the balance as a registered representative.

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-07-18
• S63 Uniform Securities Agent State Law Examination
  1996-01-12

Designations

Other Names

• Jason Robert Odette