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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
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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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.