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JD

Jason A. Dumont

WEALTH ADVISORS GROUP
Coralville, IA 52241
Some features on this profile are disabled
CRD#: 2493241
JD

Professional summary

Jason Alan Dumont is a registered financial advisor currently at WEALTH ADVISORS GROUP, LLC located in Coralville, Iowa.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Jason has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 62, Series 6, Series 51 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Alan Dumont's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 18, 2018 - Present

WEALTH ADVISORS GROUP, LLC

Office #1: 2771 Oakdale Boulevard, Suite 4, Coralville, IA 52241
RIA
CRD#: 291648
Coralville, IA
Past

January 15, 2018 - April 24, 2023

PRIVATE CLIENT SERVICES, LLC

BD
CRD#: 120222
Coralville, IA
Past

January 20, 2004 - January 12, 2018

SII INVESTMENTS, INC.

RIA
CRD#: 2225
CORALVILLE, IA
Past

August 2, 2002 - January 12, 2018

SII INVESTMENTS, INC.

BD
CRD#: 2225
CORALVILLE, IA
Past

December 27, 1999 - August 1, 2002

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
IOWA CITY, IA
Past

June 15, 1998 - August 1, 2002

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
PHILADELPHIA, PA
Past

February 27, 1997 - June 15, 1998

VOYA FINANCIAL ADVISORS, INC.

BD
CRD#: 2882
WINDSOR, CT
Past

June 29, 1994 - February 27, 1997

LOCUST STREET SECURITIES, INC.

BD
CRD#: 1703
DES MOINES, IA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WA
WEALTH ADVISORS GROUP, LLC
WEALTH ADVISORS GROUP, LLC

CRD#: 291648 / SEC#: 801-112281

RIA
Registered Investment Advisory firm - (1/10/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Iowa
(1/18/2018)
IAR
Texas
(1/23/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 11/10/2003
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 6/28/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/27/2002
General Securities Representative Examination
General Industry/Product Exam
RR
Series 62
Date: 1/4/1999
Corporate Securities Limited Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 6/28/1994
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 5/12/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 1/6/2003
General Securities Principal Examination

Current Firm

WA
WEALTH ADVISORS GROUP, LLC
WEALTH ADVISORS GROUP, LLC

CRD#: 291648 / SEC#: 801-112281

RIA
Registered Investment Advisory firm - (1/10/2018 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
2771 Oakdale Boulevard, Suite 4, Coralville, IA 52241
Mailing Address
Phone number
(319) 626-3589
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV2A (12/3/2025)

Regulatory assets under management

Total Number of Accounts787
AUM (Assets Under Management)$ 215,907,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTH ADVISORS GROUP, LLC

CRD#: 291648Coralville, IA 52241

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