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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)30 years in industry

JASON ROBERT ODETTE

Advisor at MARIDEA WEALTH MANAGEMENT

BROOKLYN, NY | SHAVANO PARK, TX

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Search this name across graphsid dfx:ria:895ed511-2cb9-e72b-66cd-59b5a8f78468

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 11, 2003 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: MARIDEA WEALTH MANAGEMENT
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 12, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jan 12, 1996
First registration: Apr 11, 2003
Dual registered: yes, broker-dealer
Other names: JASON ROBERT ODETTE
IAPD individual key: 2691630

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
MARIDEA WEALTH MANAGEMENT	Independent wealth	Sep 20, 2024	n/a	yes	SHAVANO PARK, TX\|BROOKLYN, NY	Current employment
VITALSTONE FINANCIAL, LLC	Former SEC adviser	Oct 1, 2020	Nov 22, 2024	no	SAN ANTONIO, TX\|SHAVANO PARK, TX\|SHAVANO PARK, TX	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Mar 25, 2017	Oct 6, 2020	no	San Antonio, TX	Previous registration
MSI FINANCIAL SERVICES, INC.	Former SEC adviser	Mar 4, 2015	Mar 25, 2017	no	SAN ANTONIO, TX	Previous registration
TEAMWORK FINANCIAL ADVISORS, LLC	Independent wealth	Dec 2, 2013	Feb 18, 2015	no	SAN ANTONIO, TX	Previous registration
CURIAN CAPITAL, LLC	Former SEC adviser	Apr 11, 2003	Nov 8, 2013	no	DENVER, CO\|DENVER, CO	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
VITALSTONE FINANCIAL, LLC	MARIDEA WEALTH MANAGEMENT	Nov 22, 2024	Sep 20, 2024	-63	Firm change after gap	RIA to RIA
MML INVESTORS SERVICES, LLC	VITALSTONE FINANCIAL, LLC	Oct 6, 2020	Oct 1, 2020	-5	Firm change	Ibd to new firm
MSI FINANCIAL SERVICES, INC.	MML INVESTORS SERVICES, LLC	Mar 25, 2017	Mar 25, 2017	0	Bulk transfer	Other
TEAMWORK FINANCIAL ADVISORS, LLC	MSI FINANCIAL SERVICES, INC.	Feb 18, 2015	Mar 4, 2015	14	Firm change	Other
CURIAN CAPITAL, LLC	TEAMWORK FINANCIAL ADVISORS, LLC	Nov 8, 2013	Dec 2, 2013	24	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
310485:325523:TX:2024-11-22	Nov 22, 2024	Sep 20, 2024	SHAVANO PARK, TX	Firm change after gap
10409:310485:TX:2020-10-06	Oct 6, 2020	Oct 1, 2020	SAN ANTONIO, TX	Firm change

Relationships

Registered with (6)

→ MARIDEA WEALTH MANAGEMENTRegistered adviserregistration: current employment
Sep 20, 2024 to presentfactForm ADV
→ VITALSTONE FINANCIAL, LLCRegistered adviserregistration: previous registration
Oct 1, 2020 to Nov 22, 2024factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Mar 25, 2017 to Oct 6, 2020factForm ADV
→ MSI FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Mar 4, 2015 to Mar 25, 2017factForm ADV
→ TEAMWORK FINANCIAL ADVISORS, LLCRegistered adviserregistration: previous registration
Dec 2, 2013 to Feb 18, 2015factForm ADV
→ CURIAN CAPITAL, LLCRegistered adviserregistration: previous registration
Apr 11, 2003 to Nov 8, 2013factForm ADV

Dated events

Occurred
Nov 22, 2024
Advisor changed firm
Jason Robert Odette left Vitalstone Financial, Llc for Maridea Wealth Management (registered 2024-09-20)
Form ADVobserved 4 days ago