Jason Lee Kibbee
Professional Summary
Jason Lee Kibbee was a registered financial advisor. Jason was a previously registered financial professional and started their career in finance 1996 - 2001. Jason had worked at 3 firms and has passed the Series 63, Series 7 and Series 52 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
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Years of Experience
30 years in the financial services industry
Current & Past Employments
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Current Firm
ELAN INVESTMENT SERVICES, INC. | FIRSTAR INVESTMENT SERVICES,INC. | FIRSTAR INVESTMENT SERVICES, INC. | FIRST WISCONSIN INVESTMENT SERVICES | ELANCO INVESTMENT SERVICES, INC.
Contact Information
Established
Wisconsin since 10/21/1983Firm Type
CorporationFiscal Year End
DecemberDocuments
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| U.S. BANCORP MINNESOTA, N.A. | OWNER | — |
| DAVIS, RICHARD | DIRECTOR | — |
| GUEVARA, CARLOS JOHN | SENIOR VICE PRESIDENT, DIRECTOR OF COMPLIANCE | 1697335 |
| HIDY, RICHARD J. | CHIEF LEGAL OFFICER, SECRETARY | — |
| JACOBSMEYER, CAROL JEAN | DIRECTOR | 603832 |
| LAMMERT, MARILYN KAY | ASSISTANT VICE PRESIDENT, SROP, CROP | 1264361 |
| MCCORMACK, DANIEL JOSEPH | INTERIM PRESIDENT | 1808443 |
| SANTIAGO, MARIA ISABEL | SENIOR VICE PRESIDENT, OPERATIONS & BROKER SERVICES | 1275974 |
| SHORT, STEVEN | DIRECTOR | — |
| TRUEMAN, DANIEL JOSEPH | FINANCIAL AND OPERATIONS PRINCIPAL | 2912375 |
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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