CFP

Jason Odette

30 Years of Experience

2 DisclosuresBrokerSells Insurance

Jason Odette is a CFP-designated registered investment advisor at Maridea Wealth Management, based in Brooklyn, NY, with 30 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 1,555 clients with $960M in assets under management.

Maridea Wealth Management

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

24 advisors

Number of Clients

1,555 clients

Average Client Portfolio

$617K average

Assets Under Management

$958.7M

Fee Structure

Minimum Investment:$100K

Planning is included in investment management (also available separately)

Maridea Wealth Management charges a fee based on the value of your investments. The annual fee can be up to 2.50%, depending on the complexity of your situation, the amount you invest, and your overall relationship with Maridea. Fees may be negotiable. You'll also pay separate fees to the company that holds your assets and executes trades.

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Location

25 Kent Avenue, Suite 401, Brooklyn, NY, 11249

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Regulatory

November 2013

Final

Employment Separation After Allegations

October 2013

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jason spends full-time providing financial planning and investment management services through VitalStone Financial, LLC (DBA for Maridea Wealth Management, LLC). He also dedicates about 10% of his time to insurance sales through Maridea Insurance Company, LLC.

Employment History

Current Registrations

Maridea Wealth Management

September 2024 - Present · 1 yr 7 mos

Private Client Services, LLCBroker

October 2020 - Present · 5 yrs 6 mos

Previous Registrations

Vitalstone Financial, LLC

October 2020 - November 2024 · 4 yrs 1 mo

MML Investors Services, LLCBroker

March 2017 - October 2020 · 3 yrs 7 mos

MML Investors Services, LLC

March 2017 - October 2020 · 3 yrs 7 mos

Msi Financial Services, INC.

March 2015 - March 2017 · 2 yrs

Msi Financial Services, INC.Broker

February 2015 - March 2017 · 2 yrs 1 mo

Teamwork Financial Advisors, LLC

January 2014 - February 2015 · 1 yr 1 mo

Teamwork Financial Advisors, LLC

December 2013 - December 2013 · 0 mos

Curian Clearing, LLCBroker

January 2010 - November 2013 · 3 yrs 10 mos

Jackson National Life Distributors LLCBroker

January 2006 - December 2009 · 3 yrs 11 mos

Curian Capital, LLC

April 2003 - November 2013 · 10 yrs 7 mos

Investment Centers of America, INC.Broker

April 2003 - December 2005 · 2 yrs 8 mos

Mfs/sun Life Financial Distributors, INC.Broker

September 1999 - April 2003 · 3 yrs 7 mos

H.D. Vest Investment Securities, INC.Broker

February 1997 - September 1999 · 2 yrs 7 mos

Dean Witter Reynolds INC.Broker

April 1996 - January 1997 · 9 mos

Williams, Buchanan & Company, INC.Broker

January 1996 - April 1996 · 3 mos

State Registrations11 states

CACOFLGAIDILMANCNHNYTX

AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams

No exam information available for this advisor.