Jason Dongelewic
Marathon Mission · Latham, New York
Jason Dongelewic is a fee-only financial advisor at Marathon Mission in Latham, New York. Jason focuses on pension planning, retirement planning and estate & legacy planning. Marathon Mission reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Marathon Mission |
|---|---|
| Based in | Latham, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $177.1M across 518 accounts |
| SEC registration | Investment adviser representative in NY · CRD 8180980 |
| Exams passed | Series 65 (2025) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.marathon-mission.com |
| Profile |
How Jason's firm compares
- Marathon Mission's average account is about $342,000, from its Form ADV (assets managed divided by 518 accounts).
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Questions about Jason
Is Jason Dongelewic a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Marathon Mission reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Marathon Mission, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Jason charge?
According to Marathon Mission's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Jason Dongelewic based?
Jason Dongelewic is based in Latham, New York.
What does Jason specialize in?
Jason's specialties include pension planning, retirement planning, estate & legacy planning and tax planning.
Is Jason Dongelewic registered with the SEC?
Yes. Jason Dongelewic is registered as an investment adviser representative in NY (CRD 8180980), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marathon Mission manage?
Marathon Mission reports $177.1M across 518 accounts in assets under management.
How do I contact Jason Dongelewic?
Through Jason's website, www.marathon-mission.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Marathon Mission website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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