# Jason Joffe

> Jason Joffe is a fee-only financial advisor at Inlight Wealth in Atlanta, Georgia, who holds the CFA credential. Inlight Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jason-joffe/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Inlight Wealth
- **Based in:** Atlanta, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $843.3M across 845 accounts
- **Credentials:** CFA
- **Works with:** Executives, High earners, Multi-generational families
- **CRD:** 4270351 (https://adviserinfo.sec.gov/individual/summary/4270351)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 66 (2000)
- **Firm size:** 6 employees
- **Disclosures:** None reported
- **Website:** https://www.inlightwealth.com

## Frequently asked questions

### Is Jason Joffe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Inlight Wealth 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, Inlight Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jason Joffe based?

Jason Joffe is based in Atlanta, Georgia.

### What credentials does Jason Joffe hold?

Jason Joffe holds the CFA credential.

### Is Jason Joffe registered with the SEC?

Yes. Jason Joffe is registered as an investment adviser representative in GA and TX (CRD 4270351), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Inlight Wealth manage?

Inlight Wealth reports $843.3M across 845 accounts in assets under management.

### How do I contact Jason Joffe?

Through Jason's website, www.inlightwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4270351): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.inlightwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.