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Jason Daniel Collis

Sharpely Ai

New York, NY

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Current Employers
Sharpely Ai

New York, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-08-21
  • NY RA
    APPROVED
    Since 2024-08-21

Branch Locations

New York, NY • 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
Thomson Reuters Canada Toronto 02/2016 06/2017
Gluskin Sheff + Associates Toronto 06/2017 03/2018
Sylebra Capital Limited Hong Kong 01/2019 01/2020
Castle Peak Associates Los Angeles CA 04/2021 Present
Qwest Investment Fund Management Limited Vancouver 10/2021 12/2023
Sharpely Ai Wealth Advisors Llc New York NY 06/2024 Present
Unemployed Vancouver 02/2020 09/2021
Unemployed Toronto 04/2018 12/2018
  • 02/2016 → 06/2017
    Thomson Reuters Canada
    Toronto
  • 06/2017 → 03/2018
    Gluskin Sheff + Associates
    Toronto
  • 01/2019 → 01/2020
    Sylebra Capital Limited
    Hong Kong
  • 04/2021 → Present
    Castle Peak Associates
    Los Angeles, CA
  • 10/2021 → 12/2023
    Qwest Investment Fund Management Limited
    Vancouver
  • 06/2024 → Present
    Sharpely Ai Wealth Advisors Llc
    New York, NY
  • 02/2020 → 09/2021
    Unemployed
    Vancouver
  • 04/2018 → 12/2018
    Unemployed
    Toronto
Other Businesses

I am an independent contractor for a consulting company that provides strategy, and project management to investment companies for their investment operations processes.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-16
  • S65 Uniform Investment Adviser Law Examination
    2024-02-16

View on SEC IAPD

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