Jason Louis Pivoz
Investment adviser representative at Wealthcare Advisory Partners LLC
19 yearsExperience
1 stateRegistered in
$8.3BFirm assets
12 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
19 years in the industry.
- Wealthcare Advisory Partners LLCMar 2025 to now
- LPL Financial LLCAug 2016 to now
- Blue and Co, LLC (formerly Mellen, Smith & Pivoz PlcDec 2007 to now
- Integrated Wealth Concepts, LLCJan 2023 to Mar 2025
- Wealthcare Advisory Partners LLCFeb 2018 to May 2023
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MI).
Wealthcare Advisory Partners LLC
$8.3BAssets managed
10,948Clients
172Advisers
12 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
- 6681224
- Firm CRD
- 171976