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Jason Michael Ardito

Cary Street Partners

Johnson City, TN

Richmond, VA

CRD 5093960

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Employer firm

Cary Street Partners CRD 128545

$10.3B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Cary Street Partners

901 East Byrd Street Suite 1001, Richmond, VA 23219 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-11-05
TN RA APPROVED 2025-11-05
TX RA APPROVED 2025-11-05
VA RA APPROVED 2025-11-05
  • NC RA
    APPROVED
    Since 2025-11-05
  • TN RA
    APPROVED
    Since 2025-11-05
  • TX RA
    APPROVED
    Since 2025-11-05
  • VA RA
    APPROVED
    Since 2025-11-05

Branch Locations

2335 Knob Creek Road Suite 105, Johnson City, TN 37604 • United States

901 East Byrd Street Suite 1001, Richmond, VA 23219 • 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
Cary Street Partners Llc Johnson City TN 07/2011 Present
  • 07/2011 → Present
    Cary Street Partners Llc
    Johnson City, TN
Previous Registrations
  • 2011-07-05 → 2025-11-04
    Cary Street Partners
    Johnson City, TN
  • 2011-06-21 → 2011-07-06
    First Horizon Advisors, Inc.
    Johnson City, TN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-20
S63 Uniform Securities Agent State Law Examination 2008-04-08
  • S66 Uniform Combined State Law Examination
    2011-06-20
  • S63 Uniform Securities Agent State Law Examination
    2008-04-08

View on SEC IAPD

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