Jason Joffe
Inlight Wealth · Atlanta, Georgia
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.
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Who they serve
- Executives
- High earners
- Multi-generational families
Facts
| Firm | Inlight Wealth |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $843.3M across 845 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in GA, TX · CRD 4270351 |
| Exams passed | Series 66 (2000) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.inlightwealth.com |
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Questions about Jason
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.
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
- Inlight Wealth 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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