Unclaimed Profile

Jason Gregory Viola

ARIES WEALTH MANAGEMENT, LLC·PORTLAND, Maine

SIE, Series 7, Series 66Clean record17 years registeredARIES WEALTH MANAGEMENT, LLC

70 CENTER STREET, PORTLAND, ME 04101CRD# 4115594Firm CRD# 175477

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Gregory Viola · PORTLAND, ME

Registration

CRD #4115594 · ARIES WEALTH MANAGEMENT, LLC · 17 years registered

Brand Profile

Not yet started

Career History

ARIES WEALTH MANAGEMENT, LLC

Apr 2015 – present

UBS FINANCIAL SERVICES INC.

Feb 2009 – Apr 2015

PORTLAND, ME

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · February 25, 2009

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ARIES WEALTH MANAGEMENT, LLC

CRD 175477 · SEC 801-86180

AUM

$426M

Regulatory assets under management

Employees

557 client accounts

Services offered by ARIES WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at ARIES WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Gregory Viola offer?

Jason Gregory Viola specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in PORTLAND, Maine for a consultation.

What are Jason Gregory Viola's credentials?

Jason Gregory Viola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Gregory Viola located?

Jason Gregory Viola is based in PORTLAND, Maine, working with ARIES WEALTH MANAGEMENT, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Jason Gregory Viola charge for services?

Jason Gregory Viola's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ARIES WEALTH MANAGEMENT, LLC?

ARIES WEALTH MANAGEMENT, LLC has approximately 5 employees and manages $426M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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