Jason Enrico Sari
Investment adviser representative at Garden State Investment Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$673.8MFirm 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
- Seminars and workshops
Experience
10 years in the industry.
- Garden State Investment Advisory Services, LLCJun 2024 to now
- University of DelawareAug 2020 to Jun 2024
- Stefano's RestaurantOct 2016 to Sep 2023
- Southern Regional High SchoolSep 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Garden State Investment Advisory Services, LLC
$673.8MAssets managed
2,531Clients
33Advisers
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
- 7944525
- Firm CRD
- 133088