Jason Dos Santos
Investment Adviser Representative at Milagre Wealth Management, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Dos Santos is an investment adviser representative with Milagre Wealth Management, Inc. in White Plains, NY, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in New York.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- New York
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.
- Milagre Wealth Management, Inc.May 2024 – no end date reportedStormville, NY
- Virtual Civilization InitiativeAug 2023 – Feb 2024New York City, NY
- Milagre Wealth Managment, Inc.May 2020 – Aug 2020Stormville, NY
- Marist CollegeAug 2019 – May 2023Poughkeepsie, NY
- StudentAug 2014 – Jun 2019Stormville, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Milagre Wealth Management, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Firm account minimum
- $50,000 (waivable)
- Up to $5 million1.50%
- Between $5 million and $10 million1.25%
- More than $10 million1.00%
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
Investment advisory combined with holistic financial planning, provided as a fee-only registered investment advisory firm held to a fiduciary standard
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:
- 2
- Offices listed on AdvisorFinder:
- 3
- Main office:
- White Plains, NY
- SEC file number:
- 801-118821
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Milagre Wealth Management, Inc.
1 other advisor in the directory
View Milagre Wealth Management, Inc. firm profileSimilar advisors in White Plains, NY
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 Dos Santos 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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