Jason David Schrotberger
Investment adviser representative at Faithward Capital
25 yearsExperience
1 stateRegistered in
CFADesignation
$1.2BFirm assets
Are you Jason David Schrotberger? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
25 years in the industry.
- Faithward CapitalSep 2025 to now
- Spread BagelrySep 2019 to Sep 2025
- Garces GroupSep 2018 to Sep 2019
- Turner InvestmentsJan 2001 to Sep 2018
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Faithward Capital
Legal name: Sevenoneseven Capital Management, Ltd
$1.2BAssets managed
167Clients
1Advisers
7 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
- 8241606
- Firm CRD
- 305092