Jason Alexander Lipka
Investment adviser representative at Kathmere Capital Management, LLC
18 yearsExperience
1 stateRegistered in
$3.5BFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Kathmere Capital Management, LLCMar 2024 to now
- Purshe Kaplan Sterling InvestmentsMay 2024 to Oct 2025
- UnemployedApr 2022 to Mar 2024
- Principal Securities IncNov 2010 to Apr 2022
- Principal Life Insurance CompanyNov 2008 to Apr 2022
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2017
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (PA).
Kathmere Capital Management, LLC
$3.5BAssets managed
842Clients
17Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2675564
- Firm CRD
- 305118