Jason Samoon Jupiterwala
Investment adviser representative at Alongside, LLC
15 yearsExperience
1 stateRegistered in
$878.6MFirm assets
1 yearFirm 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Alongside, LLCJun 2025 to now
- Oakwood Capital Securities, Inc.Jun 2025 to now
- Thrivent Investment Management IncJul 2024 to Jun 2025
- Thrivent Advisor Network, LLC d/b/a Abiding Wealth PartnersOct 2020 to Jun 2025
- Purshe Kaplan Sterling InvestmentsOct 2020 to Jul 2024
- Thrivent Financial for LutheransJun 2011 to Oct 2020
- Thrivent Investment Management IncFeb 2011 to Oct 2020
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 1 state (TX).
Alongside, LLC
$878.6MAssets managed
2,122Clients
23Advisers
1 yearIn 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
- 5887276
- Firm CRD
- 333587