Jason Ackerman

Need assistance in finding the right retirement plan?

Our Certified Financial Planner (CFP), Jason Ackerman, is here to help you understand how our retirement solutions can empower your business, team, and individual goals.

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Small business owners, freelancers, and CPAs across the country rely on
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WealthRabbit provides SIMPLE IRA solutions, and while we strive to offer accurate and timely information, we do not guarantee the accuracy, completeness, or usefulness of any content. You must use the platform responsibly and ensure that you comply with all applicable laws and regulations. In addition, you are responsible for maintaining the confidentiality of your account information and all activities under your account. Please note that WealthRabbit reserves the right to modify, suspend, or terminate access to any part of our website or services at any time without notice.

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Investment Brokerage & Custody Services: Brokerage services for clients of WealthRabbit are provided in partnership with Apex Clearing Corporation, an SEC-registered broker-dealer and member of FINRA/SIPC.

For additional information about investment professionals, please visit BrokerCheck at www.brokercheck.com.

Regulatory Disclosures — Form CRS & Form ADV

WealthRabbit has filed a Form CRS (Client Relationship Summary) with the SEC, describing our advisory services, fees, conflicts of interest, and your rights as a client, available upon request at no charge. Our Form ADV Part 1 provides information about our business practices, ownership, and any disciplinary history through the SEC's IAPD database at adviserinfo.sec.gov; our Form ADV Part 2A (Firm Brochure) and Part 2B (Brochure Supplement) detail our investment strategies, fees, risks, and the backgrounds of key advisory personnel, all available for download below or by contacting us at [email protected].

Disclaimers

WealthRabbit does not provide tax, legal, or investment advice. The content on this website, our articles, and client support materials are for informational purposes only and should not be considered professional advice. We recommend consulting with a qualified professional before making any decisions regarding your retirement plan or investments.

Any graphs or charts depicted are illustrative, for educational purposes only, and not intended to be investment advice.

Investing carries inherent risks, and there is a possibility of losing money when investing in securities and digital assets. Past performance is not indicative of future results, and projected investment outcomes are purely hypothetical.

Investments in securities and digital assets: Not FDIC Insured • Not Bank Guaranteed • May Lose Value.

Contact Information

For any questions or concerns about our policies, please contact us at [email protected]. We are committed to resolving any issues promptly and professionally.


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