Jason Lavarias has been an investment adviser representative at Fitzwilliams Wealth Management since December 2021, and is not listed among the firm’s executive officers or direct owners. Jason Lavarias holds a Bachelor of Science in Mechanical Engineering from U.S. Naval Academy.
Fitzwilliams Wealth Management Inc. is a Chesapeake, VA firm with $124M under management, 634 clients and 6 advisers across 5 offices, as of its September 2026 filing.
Jason Lavarias is an Investment Advisor Representative of Fitzwilliams Financial. He focuses on helping people discover their values, create plans to achieve their vision of financial success and implement those plans. He has worked in the financial services industry for more than 15 years.
Jason Lavarias’ longest registration was 7 years at First Command Financial Planning, Inc. (2005–2013). Before joining Fitzwilliams Wealth Management in 2021, Jason Lavarias was registered through Ae Wealth Management, LLC and Intervest International, Inc.
- – present · 4 yearsChesapeake, VA · Adviser representative · Firm CRD 312192
- Ae Wealth Management, LLC– · 2 yearsChesapeake, VA · Adviser representative · Firm CRD 282580
- Intervest International, Inc.– · 2 yearsVirginia Beach, VA · Adviser representative · Firm CRD 111516
- Lincoln Financial Advisors Corporation– · under a yearVirginia Beach, VA · Adviser representative · Firm CRD 3978
- First Command Financial Planning, Inc.– · 7 yearsVirginia Beach, VA · Adviser representative · Firm CRD 3641
- First Command Bank– · under a yearFort Worth, TX · Adviser representative · Firm CRD 128851
Investment adviser representative registrations
Jason Lavarias is registered as an investment adviser representative in 2 states. Each was approved in December 2021.
- TexasSince 1 December 2021
- VirginiaSince 1 December 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 15 September 2008 |
| Series 65 | Uniform Investment Adviser Law Examination | 23 June 2005 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 June 2003 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 30 May 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Palomares Lavarias
- CRD
- 4666332
- Firm
- Fitzwilliams Wealth Management · CRD 312192
- Office
- 860 GREENBRIER CIRCLE, SUITE 101, Chesapeake, VA 23320
- Registration
- Investment adviser registration
- In the industry since
- August 2005
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- fitzwilliamsfinancial.com
Where does Jason Lavarias work?
Jason Lavarias is an investment adviser representative registered through Fitzwilliams Wealth Management Inc. since December 2021, and is not listed among the firm’s executive officers or direct owners.
Is Jason Lavarias a financial advisor?
Yes. Jason Lavarias has a current investment-adviser registration in Texas and Virginia, through Fitzwilliams Wealth Management since December 2021.
How many years of experience does Jason Lavarias have?
Jason Lavarias has 21 years in the financial industry, since August 2005, across 6 adviser firms.
What exams has Jason Lavarias passed?
Jason Lavarias has passed 4 licensing exams: the Series 6, Series 63, Series 65 and Series 7. The earliest, the Series 6, was passed in May 2003. FINRA credited Jason Lavarias with the SIE, which began in October 2018.
Where did Jason Lavarias work before Fitzwilliams Wealth Management?
Before Fitzwilliams Wealth Management, Jason Lavarias was registered through Ae Wealth Management, LLC, December 2018 to November 2021; Intervest International, Inc., March 2016 to November 2018; Lincoln Financial Advisors Corporation, October 2013 to April 2014; First Command Financial Planning, Inc., September 2005 to July 2013; First Command Bank, June 2005 to September 2005.
Where is Jason Lavarias based?
Jason Lavarias’ registered office is in Chesapeake, VA.
Is Jason Lavarias registered with FINRA?
No. Jason Lavarias has no current broker registration.
How can I verify Jason Lavarias’ record?
Search CRD 4666332 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Lavarias’ full registration record.
Timothy FitzwilliamsChief Executive Officer- Leila ShaverChief Compliance Officer