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Jason David Waxler

Chief Compliance OfficerIncome & Asset Advisory, Inc.CRD 1756279

About Jason David Waxler

Jason David Waxler is listed as Chief Compliance Officer at Income & Asset Advisory, Inc. in Armonk, NY. Form ADV reports a beneficial ownership band of 50-75%.

Reported ownership

Owns 50-75% of Income & Asset Advisory, Inc.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason David Waxler work?

Jason David Waxler is listed as Chief Compliance Officer at Income & Asset Advisory, Inc. on SEC Form ADV.

How much of Income & Asset Advisory, Inc. does Jason David Waxler own?

Form ADV reports a beneficial ownership band of 50-75%.

Income & Asset Advisory, Inc.

TitleChief Compliance Officer
Ownership50-75%
Control personYes
Since2024