# JASON ROSS DALLACQUA

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.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CREST WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/311760) | 2021-01-08 | present | Yes |
| [INVESTMENT PLANNING ASSOCIATES INC](https://search.stillhousedata.com/firm/110047) | 2018-01-02 | 2020-11-13 | — |
| [INVESTMENT PLANNING ASSOCIATES INC](https://search.stillhousedata.com/firm/110047) | 2013-05-29 | 2017-12-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5658911)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5658911.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.