DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant19 years in industry

JASON VICTOR RIZKALLAH

Advisor at MCLEAN ASSET MANAGEMENT CORP.

TYSONS, VA | Silver Spring, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04f06dc9-6c83-082d-a7d6-4fccd7f05df0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 25, 2007 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MCLEAN ASSET MANAGEMENT CORP.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 9, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S66
First exam: Jan 9, 2007
First registration: Jan 25, 2007
Dual registered: no
Other names: JASON RIZKALLAH
IAPD individual key: 5179827

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MCLEAN ASSET MANAGEMENT CORP.	Independent wealth	Oct 2, 2019	n/a	yes	TYSONS, VA\|Silver Spring, MD	Current employment
CHARLES SCHWAB & CO., INC.	National bd RIA	Dec 5, 2012	Sep 17, 2019	no	Potomac, MD\|Bethesda, MD\|Gaithersburg, MD\|Bethesda, MD	Previous registration
CAPITAL ONE FINANCIAL ADVISORS LLC	n/a	Apr 27, 2010	Nov 27, 2012	no	MELVILLE, NY\|MCLEAN, VA	Previous registration
CHEVY CHASE FINANCIAL SERVICES	n/a	Jan 25, 2007	May 7, 2010	no	BETHESDA, MD\|BETHESDA, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CHARLES SCHWAB & CO., INC.	MCLEAN ASSET MANAGEMENT CORP.	Sep 17, 2019	Oct 2, 2019	15	Firm change	Ibd to RIA
CAPITAL ONE FINANCIAL ADVISORS LLC	CHARLES SCHWAB & CO., INC.	Nov 27, 2012	Dec 5, 2012	8	Firm change	Other
CHEVY CHASE FINANCIAL SERVICES	CAPITAL ONE FINANCIAL ADVISORS LLC	May 7, 2010	Apr 27, 2010	-10	Bulk transfer	Other

Relationships

Registered with (4)

→ MCLEAN ASSET MANAGEMENT CORP.Registered adviserregistration: current employment
Oct 2, 2019 to presentfactForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Dec 5, 2012 to Sep 17, 2019factForm ADV
→ CAPITAL ONE FINANCIAL ADVISORS LLCRegistered adviserregistration: previous registration
Apr 27, 2010 to Nov 27, 2012factForm ADV
→ CHEVY CHASE FINANCIAL SERVICESRegistered adviserregistration: previous registration
Jan 25, 2007 to May 7, 2010factForm ADV

Dated events

No dated event names this entity yet.