Jason Kaplan
Neptune Wealth · St. Petersburg, Florida
Jason Kaplan is a fee-only financial advisor at Neptune Wealth in St. Petersburg, Florida. Neptune Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Neptune Wealth |
|---|---|
| Based in | St. Petersburg, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $35.5M across 189 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7747530 |
| Exams passed | Series 63 (2024) · Series 66 (2024) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.neptunewealth.com |
How Jason's firm compares
- Neptune Wealth's average account is about $188,000, from its Form ADV (assets managed divided by 189 accounts).
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Questions about Jason
Is Jason Kaplan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Neptune 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, Neptune Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jason Kaplan based?
Jason Kaplan is based in St. Petersburg, Florida.
Is Jason Kaplan registered with the SEC?
Yes. Jason Kaplan is registered as an investment adviser representative in FL (CRD 7747530), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Neptune Wealth manage?
Neptune Wealth reports $35.5M across 189 accounts in assets under management.
How do I contact Jason Kaplan?
Through Jason's website, www.neptunewealth.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
- 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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