Jason Phillip Suway

Employer firm

Modera Wealth Management, LLC CRD 155649

$17.7B regulatory AUM 43 advisory clients

Reported services (Item 5G)

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

• 08/2014 → 12/2020
  The Chartis Group
  Chicago, IL
• 01/2021 → 01/2024
  Jps Strategy Consulting, Llc
  Chicago, IL
• 10/2021 → 01/2022
  Concert Health
  San Diego, CA
• 05/2022 → 06/2022
  Omni Resorts
  Fernandina Beach, FL
• 06/2022 → 05/2023
  East Bank Club
  Chicago, IL
• 01/2024 → 04/2026
  Ayco
  Chicago, IL
• 07/2026 → Present
  Modera Wealth Management, Llc
  Westwood, NJ

Previous Registrations

• 2024-03-04 → 2026-05-20
  Goldman Sachs Wealth Services, L.P.
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2024-03-02

Designations

• Certified Financial Planner

Other Names

• Jason Suway