Jason Douglas Kjellson
Professional Summary
Jason Douglas Kjellson, who also goes by Jason Kjellson, is a registered financial advisor currently at PREP SECURITIES, LLC located in Park City, Utah. Jason is registered as a RR (Registered Representative) and started their career in finance in 1998. Jason has worked at 12 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason Kjellson
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Videos & Posts
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NET WORTH ADVISORY GROUP, LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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NET WORTH ADVISORY GROUP, LLC
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Disclosures on record.
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Years of Experience
28 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
PREP SECURITIES, LLC
Contact Information
Main Address
2750 Rasmussen Road Suite 202, Park City, UT 84098Mailing Address
2750 Rasmussen Road Suite 202, Park City, UT 84098Phone Number
(844) 877-4153Established
Delaware since 12/08/2014Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (53 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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NET WORTH ADVISORY GROUP, LLC
State Registrations and Notice Filings
(8/4/2025)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 22 — Direct Participation Programs Representative Examination
Passed Mar 2011About the Series 22 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Jul 1998About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Jason Douglas Kjellson's CRS (Customer Relationship Summary).
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NET WORTH ADVISORY GROUP, LLC