Jason Ross Dallacqua

Employer firm

Crest Wealth Advisors LLC CRD 311760

$95.8M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 11/2020
  Investment Planning Associates, Inc.
  Rockville, MD
• 05/2020 → Present
  Crest Wealth Advisors Llc
  Annapolis, MD

Previous Registrations

• 2018-01-02 → 2020-11-13
  Investment Planning Associates Inc
  Rockville, MD
• 2013-05-29 → 2017-12-31
  Investment Planning Associates Inc
  Rockville, MD

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-05-10

Designations

• Certified Financial Planner

Other Names

• Sason Ross Dallacqua