Jason Rizkallah has been an investment adviser representative at McLean Asset Management since October 2019, and is not listed among the firm’s executive officers or direct owners. Jason Rizkallah holds a B.A. in Economics from the University of Maryland, College Park.
McLean Asset Management Corporation is a Tysons, VA firm with $994M under management, 512 clients and 17 advisers across 5 offices, as of its May 2026 filing.
Jason Rizkallah is Managing Director – Financial Planning of McLean Asset Management. He joined McLean in 2019 and specializes in holistic financial planning and prudent investment selection. He has practiced financial planning since 2014 and has over a decade of experience advising clients through all aspects of their financial life.
Jason Rizkallah’s longest registration is the current one, 7 years at McLean Asset Management since 2019. Before joining McLean Asset Management in 2019, Jason Rizkallah was registered through Charles Schwab & Co., Inc. and Capital One Financial Advisors LLC.
- Charles Schwab & Co., Inc.– · 6 yearsGaithersburg, MD · Adviser representative · Firm CRD 5393
- Capital One Financial Advisors LLC– · 2 yearsMcLean, VA · Adviser representative · Firm CRD 127236
- Chevy Chase Financial Services– · 3 yearsBethesda, MD · Adviser representative · Firm CRD 14894
Professional designations
Listed by McLean Asset Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Retirement Income Certified Professional (RICP®)
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Jason Rizkallah is registered as an investment adviser representative in 2 states. The first approvals date from October 2019; the most recent is Maryland, in December 2025.
- MarylandSince 5 December 2025
- VirginiaSince 2 October 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 January 2007 |
| Series 7 | General Securities Representative Examination | 12 December 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Victor Rizkallah
- CRD
- 5179827
- Firm
- McLean Asset Management · CRD 108067
- Registration
- Investment adviser registration
- In the industry since
- January 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- mcleanam.com
Where does Jason Rizkallah work?
Jason Rizkallah is an investment adviser representative registered through McLean Asset Management Corporation since October 2019, and is not listed among the firm’s executive officers or direct owners.
Is Jason Rizkallah a financial advisor?
Yes. Jason Rizkallah has a current investment-adviser registration in Maryland and Virginia, through McLean Asset Management since October 2019.
How many years of experience does Jason Rizkallah have?
Jason Rizkallah has 19 years in the financial industry, since January 2007, across 4 adviser firms.
What exams has Jason Rizkallah passed?
Jason Rizkallah has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in December 2006. FINRA credited Jason Rizkallah with the SIE, which began in October 2018.
Where did Jason Rizkallah work before McLean Asset Management?
Before McLean Asset Management, Jason Rizkallah was registered through Charles Schwab & Co., Inc., December 2012 to September 2019; Capital One Financial Advisors LLC, April 2010 to November 2012; Chevy Chase Financial Services, January 2007 to May 2010.
Is Jason Rizkallah registered with FINRA?
No. Jason Rizkallah has no current broker registration.
Is Jason Rizkallah a CFP?
McLean Asset Management lists Jason Rizkallah with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Source: JASON RIZKALLAH, CFP®, RICP®, ChFC® biography, mcleanam.com
How can I verify Jason Rizkallah’s record?
Search CRD 5179827 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Rizkallah’s full registration record.
