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Jason Friedman | Financial Advisor

Profile img for Jason Friedman, financial advisor at AdvisorFinder
Virginia Beach, VA
Jason Friedman
Financial Advisor
Co-founder at
AdvisorFinder

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
TEST TEST TEST PROFILE: I AM NOT A FINANCIAL ADVISOR. Prior to AdFi, Jason worked in the wealth management industry for UBS, Wells Fargo Advisors and Merrill Lynch Private Wealth. During his career as an advisor, Jason focused on client retention and business development initiative These initiatives opened his eyes to two glaring problems that many advisors and prospects suffered from. As a result, he and his 5 co-founders launched AdvisorFinder in June 2022 and set out on a mission to build an online marketplace where people can search for financial advisors.
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Specialties and Expertise

8
High Net Worth Planning
Equity Compensation
Cryptocurrency & NFTs
Business Valuation Planning
Ultra High Net Worth Planning
Retirement Income
College Planning
Cash Flow Analysis

Clientele

9
Tech Employees
Tech Sales
Business Owners
Retirees
Ultra High Net Worth Individuals
Corporate Executives
Doctors
High Net Worth Individuals
Healthcare Workers

Credentials and Designations

12
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Certified Financial Planner™

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Series 66 - Uniform Combined State Law Exam

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Series 7 - General Securities Representative Exam

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Accredited Investment Fiduciary®

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Master of Business Administration

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Chartered Alternative Investment Analyst®

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Chartered Investment Counselor®

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Professional Plan Consultant®

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Accredited Wealth Management Advisor

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Master of Science

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Master of Science in Business Administration

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Sustainable, Ethical Accredited Wealth Management Advisor™

Education

1
University of South Carolina Columbia (Main campus)Finance and Risk ManagementYear Obtained: 2019

Job History

1
Wells Fargo AdvisorsWealth and Investment Management Analyst2019-2020
Quick Facts About Jason
Years of Experience:22 yearsMember since:2022Average Account Size:$3,000,000Number of clients:90

Services Provided

How I help my clients

Retirement Planning

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Investment Planning

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Estate Planning Strategies

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Business Banking

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Pricing Models

AUM
One Time Fee
Hourly Fee

Proof of License

BrokerCheck
SEC Profile
Virginia Beach, VA
Jason Friedman
Financial Advisor
Co-founder at
AdvisorFinder
AdvisorFinder Disclosure
To maintain a verified listing on this Website, a financial firm or financial professional must pay a subscription fee to AdvisorFinder (please click here for details). AdvisorFinder is not a client of any firm or advisor listed on this Website (advisors are subject to this agreement). Fees are not specifically payable in consideration of any "endorsement". AdvisorFinder search results are conferred based on standardized and automated factors without regard to any financial firm compensation to AdvisorFinder. However, the compensation paid by a financial firm or financial professional to AdvisorFinder creates a material conflict of interest of which prospective clients of a financial firm should be aware.
Advisor Disclosure
Disclosure here can be provided. Member FINRA/SIPC.
Investment and Insurance Products are:
  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank of Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
Profile last updated: 08-25-2025
@ 2025 AdvisorFinder LLC. All rights reserved.

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