Unclaimed Profile

Jason Rocco D'amelio

BAYRIDGE FINANCIAL GROUP, INC.·ROCKVILLE CENTRE, New York

SIE, Series 7, Series 24, Series 6319 years registeredBAYRIDGE FINANCIAL GROUP, INC.

330 SUNRISE HWY #110, ROCKVILLE CENTRE, NY 11570CRD# 4495800Firm CRD# 296831

Profile Verification

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

Identity

Jason Rocco D'amelio · ROCKVILLE CENTRE, NY

Registration

CRD #4495800 · BAYRIDGE FINANCIAL GROUP, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BAYRIDGE FINANCIAL GROUP, INC.

LPL FINANCIAL LLC

Jan 2007 – Aug 2018

BROOKLYN, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · January 25, 2007

Years registered · 19

Disclosure History

2024Customer Dispute·Pending

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BAYRIDGE FINANCIAL GROUP, INC.

CRD 296831 · SEC 801-113193

AUM

$68M

Regulatory assets under management

Employees

459 client accounts

Services offered by BAYRIDGE FINANCIAL GROUP, INC.

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at BAYRIDGE FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Jason Rocco D'amelio offer?

Jason Rocco D'amelio specializes in Investment Management, Fee-Only Advisory.

What are Jason Rocco D'amelio's credentials?

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

Where is Jason Rocco D'amelio located?

Jason Rocco D'amelio is based in ROCKVILLE CENTRE, New York, last registered with BAYRIDGE FINANCIAL GROUP, INC..

How does Jason Rocco D'amelio charge for services?

Jason Rocco D'amelio'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 BAYRIDGE FINANCIAL GROUP, INC.?

BAYRIDGE FINANCIAL GROUP, INC. has approximately 5 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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