JS
Jason S Joffe
CRD 4270351
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Inlight Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (1)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Paideia School Incorporated | Officer/Director | — | 06/30/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
West Elk Capital, Llc
Manager, Cco · 50% – 75% · Aug 2024
-
Inlight Wealth Management, Llc
Manager, Chief Investment Officer · 50% – 75% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗