Jason Jupiterwala has been an investment adviser representative at Alongside since June 2025, and is not listed among the firm’s executive officers or direct owners.
Alongside, LLC is an Austin, TX firm with $879M under management, 2,122 clients and 3 advisers across 7 offices, as of its June 2026 filing.
Jason Jupiterwala’s longest registration was 9 years at Thrivent Investment Management Inc. (2011–2020). Before joining Alongside in 2025, Jason Jupiterwala was registered through Thrivent Advisor Network, LLC and Thrivent Investment Management Inc.
- Thrivent Advisor Network, LLC– · 4 yearsAllen, TX · Adviser representative · Firm CRD 304569
- Thrivent Investment Management Inc.– · 9 yearsAllen, TX · Adviser representative · Firm CRD 18387
Investment adviser representative registrations
Jason Jupiterwala is registered as an investment adviser representative in Texas, since June 2025.
- TexasSince 2 June 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 June 2011 |
| Series 7 | General Securities Representative Examination | 29 May 2011 |
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Samoon Jupiterwala
- CRD
- 5887276
- Firm
- Alongside · CRD 333587
- Office
- 101 Central Expressway S, Ste 175, Allen, TX 75013
- Registration
- Investment adviser and broker registrations
- In the industry since
- May 2011
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Jason Jupiterwala work?
Jason Jupiterwala is an investment adviser representative registered through Alongside, LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jason Jupiterwala a financial advisor?
Yes. Jason Jupiterwala has a current investment-adviser registration in Texas, through Alongside since June 2025.
How many years of experience does Jason Jupiterwala have?
Jason Jupiterwala has 15 years in the financial industry, since May 2011, across 3 adviser firms.
What exams has Jason Jupiterwala passed?
Jason Jupiterwala has passed 3 licensing exams: the Series 7, Series 66 and Series 99TO. The earliest, the Series 7, was passed in May 2011. FINRA credited Jason Jupiterwala with the SIE, which began in October 2018.
Where did Jason Jupiterwala work before Alongside?
Before Alongside, Jason Jupiterwala was registered through Thrivent Investment Management Inc., June 2011 to October 2020.
Where is Jason Jupiterwala based?
Jason Jupiterwala’s registered office is in Allen, TX.
Is Jason Jupiterwala registered with FINRA?
Yes. Jason Jupiterwala has a current broker registration, under CRD 5887276.
Source: FINRA BrokerCheck
How can I verify Jason Jupiterwala’s record?
Search CRD 5887276 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Jason Jupiterwala’s full registration record.