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Jason Robert Der

Your Ia, LLC

St. George, UT

Wellesley, MA

CRD 5566661

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Employer firm

Your Ia, LLC CRD 338535

$107M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Your Ia, Llc

620 South 400 East, St. George, UT 84770 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-28
  • MA RA
    APPROVED
    Since 2026-05-28

Branch Locations

620 South 400 East, St. George, UT 84770 • United States

Wellesley, MA • 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
Your Ia St. George UT 04/2026 Present
Jason Der Cpa Llc Wellesley MA 01/2019 Present
Excelitas Corp Waltham MA 01/2013 01/2020
  • 04/2026 → Present
    Your Ia
    St. George, UT
  • 01/2019 → Present
    Jason Der Cpa Llc
    Wellesley, MA
  • 01/2013 → 01/2020
    Excelitas Corp
    Waltham, MA
Other Businesses

Jason Der CPA LLC | Not investment related | 38 Lincoln Rd., Wellesley, MA 02481 | Accounting and Tax Advisory | Accountant | Owner | January 2019 | 40 hours per week | 30 hours per week during trading hours | TAx preparation and tax planning.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-13
S63 Uniform Securities Agent State Law Examination 2008-10-11
  • S65 Uniform Investment Adviser Law Examination
    2025-11-13
  • S63 Uniform Securities Agent State Law Examination
    2008-10-11

View on SEC IAPD

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