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Jason Dos Santos

Investment adviser representative at Milagre Wealth Management in White Plains, NY

Investment adviser registrationUpdated

Jason Dos Santos is an investment adviser representative at Milagre Wealth Management, Inc., an investment adviser managing $137M, and works from its White Plains, NY office. Jason Dos Santos has been registered through Milagre Wealth Management since 3 March 2026, has 0 years in the industry across 1 firm and has passed the Series 65.

0
Years in industry
0
Years at firm
1
Adviser firms
1
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Jason Dos Santos has been an investment adviser representative at Milagre Wealth Management since March 2026, and is not listed among the firm’s executive officers or direct owners.

Milagre Wealth Management, Inc. is a White Plains, NY firm with $137M under management, 414 clients and 1 adviser across 5 offices, as of its March 2026 filing.

  1. – present · under a year
    White Plains, NY · Adviser representative · Firm CRD 309185

Credentials and registrations

Investment adviser representative registrations

Jason Dos Santos is registered as an investment adviser representative in New York, since March 2026.

  • New YorkSince 3 March 2026

Examinations

Series 6520 January 2026
Name
Uniform Investment Adviser Law Examination

Key facts

CRD
7986261
Firm
Milagre Wealth Management · CRD 309185
Office
120 BLOOMINGDALE ROAD, SUITE 3400, White Plains, NY 10605
Registration
Investment adviser registration
In the industry since
March 2026
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Jason Dos Santos work?

Jason Dos Santos is an investment adviser representative registered through Milagre Wealth Management, Inc. since March 2026, and is not listed among the firm’s executive officers or direct owners.

Source: IAPD individual record, checked 22 October 2026

Is Jason Dos Santos a financial advisor?

Yes. Jason Dos Santos has a current investment-adviser registration in New York, through Milagre Wealth Management since March 2026.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Jason Dos Santos have?

Jason Dos Santos has 0 years in the financial industry, since March 2026, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

What exams has Jason Dos Santos passed?

Jason Dos Santos passed the Series 65 in January 2026.

Source: IAPD individual record, checked 22 October 2026

Where is Jason Dos Santos based?

Jason Dos Santos’ registered office is in White Plains, NY.

Source: IAPD individual record, checked 22 October 2026

Is Jason Dos Santos registered with FINRA?

No. Jason Dos Santos has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

How can I verify Jason Dos Santos’ record?

Search CRD 7986261 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Dos Santos’ full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Milagre Wealth Management

Sources

  1. IAPD individual record, CRD 7986261, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Milagre Wealth Management, Inc., filed 31 March 2026. Executive officers and direct owners; this person is not among them.