Jason S Joffe
Investment adviser representative at Inlight Wealth
17 yearsExperience
2 statesRegistered in
CFADesignation
$843.3MFirm assets
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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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Inlight WealthDec 2017 to now
- Inlight Wealth Management, LLCOct 2017 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Oct 2017
- Morgan Stanley Smith BarneyJun 2009 to Oct 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Inlight Wealth
Legal name: Inlight Wealth Management, LLC
$843.3MAssets managed
229Clients
5Advisers
9 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
- 4270351
- Firm CRD
- 289908