Dean Phass
Advisor at Jade Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Dean Phass is a financial advisor at Jade Financial LLC with seven years of industry experience. He holds a Series 66 designation and has previously worked at Truist Advisory Services and Truist Investment Services. He is also a licensed insurance agent, though he is not currently active in that capacity. Jade Financial LLC provides portfolio management and financial planning services to individual and high-net-worth clients, combining advisory services with insurance brokerage. The firm employs a range of investment strategies, including access to third-party model portfolios and tax-efficiency tools, and offers both discretionary and primarily non-discretionary asset management.
Expertise
Based on Jade Financial LLC
Options & derivatives strategies
Tax-loss harvesting
Private / alternative investments
Annuities
Fee options
Up to $1,200 fixed fee for financial planning, negotiable
1.50% annually
Location
Woodbridge, VA
Most active in
Dean P has reported serving >5 clients in these states in the last 12 months.
Texas · Virginia
Work history
Jade Financial LLC
2024 - Present (2 years)
TRUIST ADVISORY SERVICES, INC
2022 - 2024 (2 years)
Truist Investment Services, Inc
2022 - 2024 (2 years)
UNEMPLOED
2021 - 2022 (1 year)
Truist Advisory Services
2017 - 2021 (4 years)
Truist Investment Services, inc.
2016 - 2021 (5 years)
UnEMPLOYED
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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