JASON ROSS DALLACQUA is an investment adviser representative (IAR) with state registration records since 2013, appearing at 2 firms. Currently registered with CREST WEALTH ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CREST WEALTH ADVISORS LLC | 2021-01-08 | present | Yes |
| INVESTMENT PLANNING ASSOCIATES INC | 2018-01-02 | 2020-11-13 | — |
| INVESTMENT PLANNING ASSOCIATES INC | 2013-05-29 | 2017-12-31 | — |