Advisor at Cobblestone Asset Management
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Firm
Cobblestone Asset Management
Location
Richmond, VA 23236
Credentials
Series 63, Series 65
Industry experience
24 years
Jason Dodzik is a financial advisor at Cobblestone Asset Management in Richmond, VA, with 23 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Independent Financial Group, Osaic Wealth, and Gallagher Fiduciary Advisors. Outside of his advisory role, he is involved in insurance services, acting as a life and long-term care insurance agent. Cobblestone Asset Management provides discretionary portfolio management to individuals, corporations, and other advisors, emphasizing ETFs alongside a range of asset classes. The firm employs multiple analytical methods and offers a platform for third-party advisors, managing both long- and short-term trading strategies under discretionary authority.
Based on Cobblestone Asset Management
Based on Cobblestone Asset Management
Up to 2.0% annually
Commissions are accepted by some representatives for sale of investment products, but not the primary compensation for advisory services.
9011 Arboretum Parkway, Suite 180
Richmond, VA 23236
Virginia
Independent Financial Group, LLC
2025 - Present (1 year)
Cobblestone Asset Management, LLC
2025 - Present (1 year)
OSAIC
2024 - 2025 (1 year)
Triad Advisors
2023 - 2024 (1 year)
Gallagher Fiduciary Advisors, LLC
2023 - 2025 (2 years)
Independent Financial Group
2018 - 2023 (5 years)
F3 Logic, LLC
2018 - 2023 (5 years)
Financial Counselors
2013 - 2018 (5 years)
Purshe kaplan Sterling Investments
2013 - 2018 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Moseley, VA
Empire Wealth Management, LLC
Series 63, Series 66
Mechanicsville, VA
Rise Wealth Partners LLC
Series 63, Series 65
Richmond, VA
J. B. Bryan Financial Group, Inc.
Series 63, Series 65
Henrico, VA
Flatiron Wealth Advisors, LLC
CFP®, Series 66
Moseley, VA
Swift Creek Wealth Management
Series 65
Midlothian, VA
Carnahan Capital Management, LLC
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