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Jade Financial LLC CRD 330455
$2.89M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Woodbridge, VA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-25 |
| VA | RA | APPROVED | 2024-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Alexandria | VA | 12/2015 | 09/2016 |
| Truist Advisory Services, Inc. | Washington | DC | 03/2017 | 07/2021 |
| Truist Investment Services, Inc. | Washington | DC | 10/2016 | 07/2021 |
| Truist Investment Services, Inc | Alexandria | VA | 10/2022 | 07/2024 |
| Truist Advisory Services, Inc | Alexandria | VA | 10/2022 | 07/2024 |
| Unemploed | Alexandria | VA | 07/2021 | 09/2022 |
| Jade Financial Llc | Alexandria | VA | 02/2024 | Present |
Dean Jack Phass II is an independent licensed insurance agent. He does not currently spend any time engaged in this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-10 |
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