Jason Witt
Investment adviser representative at Antolino Wealth Advisors
11 yearsExperience
1 stateRegistered in
$1.4BFirm assets
4 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
11 years in the industry.
- Antolino Wealth AdvisorsJul 2024 to now
- Aa Financial Advisors, LLCMar 2019 to now
- Kestra Investment Services, LLCMar 2019 to now
- United Wholesale MortgageJun 2017 to Mar 2019
- Hansons-brooks Distance ProjectAug 2015 to Jun 2017
- Brooks RunningApr 2015 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
Antolino Wealth Advisors
Legal name: Aa Financial Advisors, LLC
$1.4BAssets managed
968Clients
12Advisers
4 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
- 7087053
- Firm CRD
- 119829