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Jason Wendell Rasp

Jason W. Rasp

RASP WEALTH SOLUTIONS | Senior Vice President–Wealth Management
Fishers, IN
Some features on this profile are disabled
CRD#: 2689513
Jason Wendell Rasp

Professional summary

Jason Wendell Rasp, who also goes by Jason Rasp, is a registered financial advisor currently at RASP WEALTH SOLUTIONS, LLC located in Fishers, Indiana.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Jason has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason Rasp

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 Wendell Rasp'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

Education

Emphasis on Political Communications

1987 - 1991

College Prep

1983 - 1987

Experience

Current

October 20, 2023 - Present

RASP WEALTH SOLUTIONS, LLC

RIA
CRD#: 328248
Fishers, IN
Past

December 4, 2015 - October 31, 2023

UBS FINANCIAL SERVICES INC.

RIA
CRD#: 8174
INDIANAPOLIS, IN
Past

December 4, 2015 - October 31, 2023

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
INDIANAPOLIS, IN
Past

June 13, 2008 - December 8, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
INDIANAPOLIS, IN
Past

June 13, 2008 - December 8, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
INDIANAPOLIS, IN
Past

September 18, 2001 - June 23, 2008

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
INDIANAPOLIS, IN
Past

April 30, 2001 - June 23, 2008

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
INDIANAPOLIS, IN
Past

June 18, 1999 - May 10, 2001

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

February 21, 1996 - June 21, 1999

NATCITY INVESTMENTS, INC.

BD
CRD#: 17490
CLEVELAND, OH

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".
RW
RASP WEALTH SOLUTIONS, LLC
MOOMBA WEALTH MANAGEMENT | RASP WEALTH SOLUTIONS, LLC | MOOMBA WEALTH MANAGEMENT, LLC

CRD#: 328248 / SEC#: 801-128832

RIA
Registered Investment Advisory firm - (10/19/2023 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
Indiana
(10/20/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 12/22/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/26/1996
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: 1/22/1996
General Securities Representative Examination

Current Firm

RW
RASP WEALTH SOLUTIONS, LLC
MOOMBA WEALTH MANAGEMENT | RASP WEALTH SOLUTIONS, LLC | MOOMBA WEALTH MANAGEMENT, LLC

CRD#: 328248 / SEC#: 801-128832

RIA
Registered Investment Advisory firm - (10/19/2023 Approved)
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Contact information

Main Address
Fishers, IN
Mailing Address
Phone number
(463) 248-6395
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (3 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

RASP WEALTH SOLUTIONS ADV PART 2A (3/27/2025)

Regulatory assets under management

Total Number of Accounts67
AUM (Assets Under Management)$ 103,706,235

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

RASP WEALTH SOLUTIONS, LLC

Senior Vice President–Wealth ManagementCRD#: 328248Fishers, IN

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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