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Jason Phillip Suway

Modera Wealth Management, LLC

Westwood, NJ

Chicago, IL

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Current Employers
Modera Wealth Management, Llc

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-07-07
  • IL RA
    APPROVED
    Since 2026-07-07

Branch Locations

56 Jefferson Avenue, Westwood, NJ 07675 • United States

Chicago, IL • 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
The Chartis Group Chicago IL 08/2014 12/2020
Jps Strategy Consulting, Llc Chicago IL 01/2021 01/2024
Concert Health San Diego CA 10/2021 01/2022
Omni Resorts Fernandina Beach FL 05/2022 06/2022
East Bank Club Chicago IL 06/2022 05/2023
Ayco Chicago IL 01/2024 04/2026
Modera Wealth Management, Llc Westwood NJ 07/2026 Present
  • 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
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-02
  • S66 Uniform Combined State Law Examination
    2024-03-02
Designations
Other Names
  • Jason Suway

View on SEC IAPD

Other Firms

MODERA WEALTH MANAGEMENT, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
ALLSTATE FINANCIAL ADVISORS, LLC
LPL ENTERPRISE, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
TD PRIVATE CLIENT WEALTH LLC

Other Investors

WILLIAM EMERSON HOUCK
ATHANASIOS KOLEFAS
HARLI LYNN PALME
LESLIE ANN YOUNG
CHAD EVANS FOSTER
BENJAMIN MATTHEW BLAKE
Kevin Javier Stewart
ERIN LYNN VILLAMIZAR

Other Offices

MODERA WEALTH MANAGEMENT, LLC · WESTWOOD, NJ
EDWARD JONES · WESTWOOD, NJ
J.P. MORGAN SECURITIES LLC · WESTWOOD, NJ
AMERIPRISE FINANCIAL SERVICES, LLC · Westwood, NJ
ALLSTATE FINANCIAL ADVISORS, LLC · WESTWOOD, NJ
LPL ENTERPRISE, LLC · EMERSON, NJ
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HILLSDALE, NJ
TD PRIVATE CLIENT WEALTH LLC · Hillsdale, NJ

More in Westwood, NJ

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