Adviser and broker representative · Wealthcare Advisory Partners LLC

Jason L. Pivoz

CRD 6681224 · Bloomfield Hills, MI

At a glance

Jason L. Pivoz is an investment adviser representative with Wealthcare Advisory Partners LLC in Bloomfield Hills, MI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Jason’s SEC record dates to 2018, about 8 years ago. Jason is also registered as a broker representative.

Current advisory firm

Wealthcare Advisory Partners LLCSince March 2025Bloomfield Hills, MI · $8.3B in regulatory assets

SEC adviser record

Registered since: 2018 (8 years)
Designations: None on file
Exams: Series 66
Registered in: 1 state
Also a broker representative: Yes
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

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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 and FINRA BrokerCheck.

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