Jason Dodzik
Investment Adviser Representative at Cobblestone Asset Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Dodzik is an investment adviser representative with Cobblestone Asset Management in Richmond, VA, where they have been registered since 2025. They have worked in the securities industry since 2002 and have been registered with 7 firms, including Gallagher Fiduciary Advisors, LLC and F3logic, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Virginia.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Virginia
- Broker:
3 states and territories
North Carolina, Rhode Island, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Purshe Kaplan Sterling InvestmentsAug 2013 – Sep 2018Albany, NY
- Financial CounselorsAug 2013 – Sep 2018Portsmouth, VA
- F3 Logic, LLCSep 2018 – May 2023Virginia Beach, VA
- Independent Financial GroupSep 2018 – Jul 2023Richmond, VA
- Gallagher Fiduciary Advisors, LLCJun 2023 – Feb 2025Richmond, VA
- Triad AdvisorsJul 2023 – Aug 2024Norcross, GA
- Osaic Wealth, Inc.Aug 2024 – Feb 2025Richmond, VA
- Independent Financial Group, LLCFeb 2025 – no end date reportedRichmond, VA
- Cobblestone Asset Management, LLCFeb 2025 – no end date reportedRichmond, VA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Cobblestone Asset Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 4
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Richmond, VA
- SEC file number:
- 801-128273
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of May 18, 2026
View full firm profileOther advisors at Cobblestone Asset Management
3 other advisors in the directory
Similar advisors in Richmond, VA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Dodzik has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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