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Jason S Joffe

Manager, Chief Investment OfficerInlight Wealth Management, LLCCRD 4270351

About Jason S Joffe

Jason S Joffe is listed as Manager, Chief Investment Officer at Inlight Wealth Management, LLC in Atlanta, GA. Form ADV reports a beneficial ownership band of 50-75%. Jason S Joffe is associated with 2 registered advisers.

Reported ownership

Owns 50-75% of Inlight Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Jason S Joffe work?

Jason S Joffe is listed as Manager, Chief Investment Officer at Inlight Wealth Management, LLC on SEC Form ADV.

How much of Inlight Wealth Management, LLC does Jason S Joffe own?

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

Inlight Wealth Management, LLC

TitleManager, Chief Investment Officer
Ownership50-75%
Control personYes
Since2017
View Inlight Wealth Management, LLC →

West Elk Capital, LLC

TitleManager, Cco
Ownership50-75%
Control personYes
Since2017
View West Elk Capital, LLC →