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Manager, Chief Investment Officer · Inlight Wealth

Jason S Joffe

CRD 4270351 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Inlight Wealth, an SEC-registered wealth manager based in Atlanta, GA with $843 million in regulatory assets, lists Jason S Joffe on its Form ADV as Manager, Chief Investment Officer, a control person. The SEC filings also name Jason at 1 other registered adviser.

Firms and roles

  • Inlight WealthManager, Chief Investment OfficerWealth manager · Atlanta, GA · $843M in regulatory assets
  • West ELK Capital, LLCManager, CCOPrivate fund adviser · Atlanta, GA · $152M in regulatory assets

AtlasMembers

Jason’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
2 firmsLocked
Control-person status
2 firmsLocked
When each role began
Locked
Each firm’s assets and growth
Locked
Search and export owners by title, state and firm size
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

SEC adviser record

Registered since
2003 (23 years)
Designations
Chartered Financial Analyst
Exams
Series 66
Registered in
2 states
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
4 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
Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.