Jason Robert Lilly

Employer firm

Xypn Sapphire CRD 285967

$1.25B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars

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

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

Current Employers

Employment History

• 03/2016 → 02/2017
  Arq Wealth Advisors, Llc
  Scottsdale, AZ
• 06/2017 → 11/2024
  Cape Cod 5
  Hyannis, MA
• 03/2025 → Present
  Xypn Invest
  Bozeman, MT
• 02/2025 → Present
  Tenere Wealth Advisors
  S. Yarmouth, MA
• 03/2017 → 05/2017
  Unemployed
  S Yarmouth, MA

Previous Registrations

• 2016-04-04 → 2017-03-03
  Arq Wealth Advisors, Llc
  Scottsdale, AZ
• 2002-08-14 → 2005-07-11
  Vanguard Advisers, Inc.
  Scottsdale, AZ

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-07-27
• S63 Uniform Securities Agent State Law Examination
  1999-03-05

Designations

• Certified Financial Planner
• Chartered Financial Analyst