Jason Patrick Dongelewic
Investment Adviser Representative at Marathon Mission, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Patrick Dongelewic is an investment adviser representative with Marathon Mission, Inc. in Latham, NY, where they have been registered since 2025, 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: 3
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.
- StudentOct 2015 – Jan 2019Albany, NY
- StudentJan 2019 – Jan 2021Albany, NY
- StudentJan 2021 – May 2023Albany, NY
- StudentMay 2023 – Feb 2025Albany, NY
- StudentMay 2017 – Jul 2025Albany, NY
- Marathon MissionSep 2025 – no end date reportedAlbany, NY
- Marathon MissionSep 2025 – no end date reportedLatham, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Marathon Mission, 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
- Fixed fee
- Firm account minimum
- $500,000 (waivable)
- First $100,0001.75%
- $100,001 - $500,0001.50%
- $500,001 - $1,000,0001.25%
- $1,000,001 - $2,000,0001.15%
+1 more tiers on the firm profile
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
Asset management and comprehensive financial planning, including investment portfolio management, financial planning completed in house, and referral coordination with trusted professionals for matters outside the firm's areas of expertise.
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:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Latham, NY
- SEC file number:
- 801-110817
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of January 8, 2026
View full firm profileOther advisors at Marathon Mission, Inc.
2 other advisors in the directory
Similar advisors in Latham, 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 Patrick Dongelewic 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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