Jason Rericha
Managing DirectorYellowwood Wealth Solutions, LLCCRD 5399678
About Jason Rericha
Jason Rericha is listed as Managing Director at Yellowwood Wealth Solutions, LLC in Charlotte, NC. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Yellowwood Wealth Solutions, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Jason Rericha work?
Jason Rericha is listed as Managing Director at Yellowwood Wealth Solutions, LLC on SEC Form ADV.
How much of Yellowwood Wealth Solutions, LLC does Jason Rericha own?
Form ADV reports a beneficial ownership band of 50-75%.
Yellowwood Wealth Solutions, LLC
| Title | Managing Director |
| Ownership | 50-75% |
| Control person | Yes |
| Since | 2026 |