Jason Robert Defelice
Investment adviser representative at Bill Few Associates, Inc.
12 yearsExperience
1 stateRegistered in
$2.7BFirm assets
39 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
- Seminars and workshops
Experience
12 years in the industry.
- Bill Few Associates, Inc.Jul 2021 to now
- Dunbar Bender and ZapfJun 2021 to Aug 2021
- Robert Morris UniversityAug 2018 to Dec 2021
- Westmoreland Mechanical Testing and ResearchJun 2016 to Dec 2020
- Greater Latrobe High SchoolJun 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (PA).
Bill Few Associates, Inc.
$2.7BAssets managed
2,972Clients
28Advisers
39 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
- 7414151
- Firm CRD
- 133561