Jason Ewasko has been Chief Compliance Officer of Wertz York Capital Management Group since August 2025, is not listed as a control person, but directly owns under 5% of the firm.
Wertz York Capital Management Group, LLC is a Tampa, FL firm with $18.2B under management, 33 clients and 9 advisers in one office, as of its March 2026 filing.
Jason Ewasko’s longest registration was 5 years at Hornor, Townsend & Kent, Inc. (2005–2010).
- TD Ameritrade, Inc.– · 2 yearsOmaha, NE · Adviser representative · Firm CRD 7870
- Hornor, Townsend & Kent, Inc.– · 5 yearsHorsham, PA · Adviser representative · Firm CRD 4031
- PNC Investments– · under a yearPhiladelphia, PA · Adviser representative · Firm CRD 129052
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 14 July 2005 |
| Series 31 | Futures Managed Funds Examination | 3 April 2003 |
| Series 66 | Uniform Combined State Law Examination | 28 March 2003 |
| Series 7 | General Securities Representative Examination | 6 March 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Michael Ewasko
- CRD
- 4622799
- Firm
- Wertz York Capital Management Group · CRD 115344
- Role
- Chief Compliance Officer
- Registration
- No current adviser or broker registration
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Ewasko work?
Jason Ewasko has been Chief Compliance Officer of Wertz York Capital Management Group, LLC since August 2025.
Does Jason Ewasko have a current investment-adviser registration?
Jason Ewasko has no current investment-adviser or broker registration.
What exams has Jason Ewasko passed?
Jason Ewasko has passed 4 licensing exams: the Series 7, Series 66, Series 31 and Series 24. The earliest, the Series 7, was passed in March 2003. FINRA credited Jason Ewasko with the SIE, which began in October 2018.
Where was Jason Ewasko previously registered as an investment adviser?
Jason Ewasko has past investment-adviser registrations through TD Ameritrade, Inc., June 2011 to September 2013; Hornor, Townsend & Kent, Inc., January 2005 to August 2010; PNC Investments, August 2004 to January 2005, across 3 firms.
Is Jason Ewasko registered with FINRA?
No. Jason Ewasko has no current broker registration.
How can I verify Jason Ewasko’s record?
Search CRD 4622799 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Ewasko’s full registration record.
