Jason Viola
Aries Wealth Management · Portland, Maine
Jason Viola is a fee-only financial advisor at Aries Wealth Management in Portland, Maine. Jason focuses on estate & legacy planning. Aries Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Aries Wealth Management |
|---|---|
| Based in | Portland, Maine |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $658.6M across 497 accounts |
| SEC registration | Investment adviser representative in ME, TX · CRD 4115594 |
| Exams passed | Series 66 (2009) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.arieswealthllc.com |
| Profile |
How Jason's firm compares
- Aries Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 497 accounts).
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Questions about Jason
Is Jason Viola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Aries Wealth Management 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, Aries Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jason Viola based?
Jason Viola is based in Portland, Maine.
What does Jason specialize in?
Jason's specialties include estate & legacy planning.
Is Jason Viola registered with the SEC?
Yes. Jason Viola is registered as an investment adviser representative in ME and TX (CRD 4115594), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aries Wealth Management manage?
Aries Wealth Management reports $658.6M across 497 accounts in assets under management.
How do I contact Jason Viola?
Through Jason's website, www.arieswealthllc.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
- Aries Wealth Management 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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