Jason Dos santos
Investment adviser representative at Milagre Wealth Management, Inc.
12 yearsExperience
1 stateRegistered in
$137.1MFirm assets
6 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Milagre Wealth Management, Inc.May 2024 to now
- Virtual Civilization InitiativeAug 2023 to Feb 2024
- Milagre Wealth Managment, Inc.May 2020 to Aug 2020
- Marist CollegeAug 2019 to May 2023
- StudentAug 2014 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
Milagre Wealth Management, Inc.
$137.1MAssets managed
414Clients
2Advisers
6 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
- 7986261
- Firm CRD
- 309185