Best Investors Account Sign in
Inactive

Jason Matthew Kaplan

Neptune Wealth

St. Petersburg, FL

Pittsburgh, PA

Claim This Profile
Current Employers
Neptune Wealth

190 Bilmar Dr. Suite 150, Pittsburgh, PA 15205 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-09
  • FL RA
    APPROVED
    Since 2025-01-09

Branch Locations

St. Petersburg, FL • United States

190 Bilmar Dr. Suite 150, Pittsburgh, PA 15205 • 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
James L Erb Tampa FL 06/2023 11/2023
Unversity Of Florida Gainesville FL 08/2019 05/2023
Sickles High School Tampa FL 08/2015 05/2019
Aim Wealth Cape Coral FL 05/2022 08/2022
The Selling Factory Gainesville FL 05/2021 12/2021
Eagles Golf Club Odessa FL 04/2020 08/2020
Safeway Parking Enterprises Tampa FL 08/2018 03/2019
James Erb Tampa FL 11/2023 06/2024
Northwestern Mutual Investment Services Llc Tampa FL 11/2023 06/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 02/2024 06/2024
Continuum Wealth Partners Tampa FL 06/2023 06/2024
Neptune Technologies Pittsburgh PA 07/2024 Present
Neptune Advisory Solutions Pittsburgh PA 09/2024 Present
  • 06/2023 → 11/2023
    James L Erb
    Tampa, FL
  • 08/2019 → 05/2023
    Unversity Of Florida
    Gainesville, FL
  • 08/2015 → 05/2019
    Sickles High School
    Tampa, FL
  • 05/2022 → 08/2022
    Aim Wealth
    Cape Coral, FL
  • 05/2021 → 12/2021
    The Selling Factory
    Gainesville, FL
  • 04/2020 → 08/2020
    Eagles Golf Club
    Odessa, FL
  • 08/2018 → 03/2019
    Safeway Parking Enterprises
    Tampa, FL
  • 11/2023 → 06/2024
    James Erb
    Tampa, FL
  • 11/2023 → 06/2024
    Northwestern Mutual Investment Services Llc
    Tampa, FL
  • 02/2024 → 06/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 06/2023 → 06/2024
    Continuum Wealth Partners
    Tampa, FL
  • 07/2024 → Present
    Neptune Technologies
    Pittsburgh, PA
  • 09/2024 → Present
    Neptune Advisory Solutions
    Pittsburgh, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-27
S63 Uniform Securities Agent State Law Examination 2024-01-29
  • S66 Uniform Combined State Law Examination
    2024-06-27
  • S63 Uniform Securities Agent State Law Examination
    2024-01-29
Other Names
  • Jason Matthew Kaplan
  • Jason Kaplan

View on SEC IAPD

More in St. Petersburg, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor