Investment adviser representative · Crest Wealth Advisors LLC
Jason R. Dallacqua
CRD 5658911 · Annapolis, MD
At a glance
Jason R. Dallacqua is an investment adviser representative with Crest Wealth Advisors LLC in Annapolis, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jason’s SEC record dates to 2013, about 13 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Crest Wealth Advisors LLCSince January 2021Annapolis, MD · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- Certified Financial Planner
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jason’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Crest Wealth Advisors LLC
- Lindsey C. LloydAnnapolis
Every advisor at Crest Wealth Advisors LLC →Financial advisors in Annapolis, MD →Advisor Moves: who changed firms this week →