Jason Dodzik
Investment adviser representative at Cobblestone Asset Management
13 yearsExperience
1 stateRegistered in
$258.9MFirm assets
3 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Cobblestone Asset Management, LLCFeb 2025 to now
- Independent Financial Group, LLCFeb 2025 to now
- Osaic Wealth, Inc.Aug 2024 to Feb 2025
- Triad AdvisorsJul 2023 to Aug 2024
- Gallagher Fiduciary Advisors, LLCJun 2023 to Feb 2025
- Independent Financial GroupSep 2018 to Jul 2023
- F3 Logic, LLCSep 2018 to May 2023
- Financial CounselorsAug 2013 to Sep 2018
- Purshe Kaplan Sterling InvestmentsAug 2013 to Sep 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2002
- Series 65 · Uniform Investment Adviser Law2003
State registrations
Registered as an investment adviser representative in 1 state (VA).
Cobblestone Asset Management
Legal name: Cobblestone Asset Management LLC
$258.9MAssets managed
432Clients
4Advisers
3 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
- 4512063
- Firm CRD
- 326545