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Jason Anthony Nativio

Investment adviser representative at Capital A Wealth Management
11 yearsExperience
1 stateRegistered in
$612.9MFirm assets
2 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.

  1. Capital A Wealth ManagementDec 2025 to now
  2. Capital A Wealth ManagementMay 2024 to Nov 2025
  3. Washington and Jefferson CollegeAug 2020 to May 2024
  4. Neshannock High SchoolAug 2015 to May 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (PA).

Capital A Wealth Management

Legal name: Capital A Wealth Management, LLC

$612.9MAssets managed
1,162Clients
12Advisers
2 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
7765447
Firm CRD
328863
Advisor's SEC record (opens in a new tab)
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