Jason Statuta
Managing Director, Wealth Advisor
Jason Statuta is a Managing Director and Wealth Advisor at Petrichor Wealth Management, LLC based in Charlottesville, Virginia. He founded Petrichor Wealth Management with the vision of creating a local investment office that offers independent financial advice to clients without the bureaucracy often associated with Wall Street banks. In choosing to build an independent investment firm, Jason decided to affiliate with LPL Financial.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
Jason is a Certified Financial Planner™, a certification awarded by the Certified Financial Planning Board of Standards, Inc. as well as a Certified Investment Management Analyst®, a certification administered by the Investment & Wealth Institute, and taught in conjunction with the Wharton School, University of Pennsylvania. He serves his clients by taking a planning-based approach and has been solving financial problems for retail clients for the last four years, and institutional clients for more than 20 years before that.
As a wealth advisor, Jason believes in objective, transparent and independent communication with his clients and operates in a fiduciary capacity, meaning clients’ interests always come first. Jason develops and implements tailored financial plans that encompass investment management, cash flow analysis, estate planning, and overall risk mitigation for individuals, families, and corporations. As an investment strategist and portfolio designer, he creates tailored portfolios that reflect each client’s objectives, risk tolerance, time horizons and investment preferences.
Prior to joining LPL Financial, Jason spent four years as Vice President and Investment Officer at both Raymond James and Wells Fargo Advisors. Before becoming a financial advisor, Jason spent 11 years as Vice President for Goldman Sachs and nearly a decade at Pioneer Investments and Putnam Investments as the Regional Vice President responsible for asset management sales to various institutional clients. His love of finance began when he earned a bachelor’s degree in economics from Boston College in 1994.
Jason believes strongly in staying involved in his community and giving back to others. He has been actively involved with Big Brothers Big Sisters in the Central Blue Ridge for many years, including serving six years on the Board of Directors, and two years as the President of the Board. Currently, he serves on the Board of Directors at Farmington Country Club as well as the Finance Committee of Charlottesville Catholic School. He is an active member of St. Thomas Aquinas Church and lives with his wife and two children in Charlottesville, VA. In his free time, Jason enjoys playing golf, mountain biking with his family and friends, skiing, hiking, fly-fishing, and coaching various sports teams for his children.
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