Unclaimed Profile

Jason Manuel Da Ponte

SK WEALTH MANAGEMENT, LLC·PROVIDENCE, Rhode Island

Clean recordSK WEALTH MANAGEMENT, LLC

50 HOLDEN ST, PROVIDENCE, RI 02908-5757CRD# 5117979Firm CRD# 109114

Profile Verification

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

Identity

Jason Manuel Da Ponte · PROVIDENCE, RI

Registration

CRD #5117979 · SK WEALTH MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jason Manuel Da Ponte is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with SK WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SK WEALTH MANAGEMENT, LLC

AUM

$429M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SK WEALTH MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5117979

Firm CRD# 109114

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Frequently Asked Questions

What services does Jason Manuel Da Ponte offer?

Jason Manuel Da Ponte specializes in Financial Planning, Investment Management. Contact their office in PROVIDENCE, Rhode Island for a consultation.

What are Jason Manuel Da Ponte's credentials?

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

Where is Jason Manuel Da Ponte located?

Jason Manuel Da Ponte is based in PROVIDENCE, Rhode Island, working with SK WEALTH MANAGEMENT, LLC. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.

How does Jason Manuel Da Ponte charge for services?

Jason Manuel Da Ponte's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SK WEALTH MANAGEMENT, LLC?

SK WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $429M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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