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JK

Jason D. Kjellson

PREP SECURITIES
Park City, UT 84098
Some features on this profile are disabled
CRD#: 3009986
JK

Professional summary

Jason Douglas Kjellson, who also goes by Jason Kjellson, is a registered financial professional 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.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Jason Kjellson

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) - BD

Click below to view Jason Douglas Kjellson'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

August 4, 2025 - Present

PREP SECURITIES, LLC

Office #1: 2750 Rasmussen Road Suite 202, Park City, UT 84098
BD
CRD#: 188522
Park City, UT
Past

October 7, 2024 - July 30, 2025

MIT ASSOCIATES, LLC

BD
CRD#: 121171
Aliso Viejo, CA
Past

June 16, 2022 - August 19, 2024

WEALTHFORGE SECURITIES, LLC

BD
CRD#: 152550
Aliso Viejo, CA
Past

March 9, 2017 - June 15, 2022

EMERSON EQUITY LLC

BD
CRD#: 130032
SAN MATEO, CA
Past

November 12, 2015 - March 30, 2017

ARQUE CAPITAL, LTD.

BD
CRD#: 121192
SCOTTSDALE, AZ
Past

February 18, 2015 - October 1, 2015

TRITON PACIFIC SECURITIES, LLC

BD
CRD#: 139919
EL SEGUNDO, CA
Past

October 10, 2012 - February 6, 2015

TIME EQUITIES SECURITIES LLC

BD
CRD#: 114422
NEW YORK, NY
Past

February 21, 2012 - October 2, 2012

DIMIRAK SECURITIES CORPORATION

BD
CRD#: 150181
VISTA, CA
Past

March 8, 2011 - February 16, 2012

DIMIRAK SECURITIES CORPORATION

BD
CRD#: 150181
VISTA, CA
Past

November 21, 2002 - October 17, 2006

MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC

RIA
CRD#: 106652
MONUMENT, CO
Past

November 20, 2002 - October 17, 2006

MANNING & NAPIER INVESTOR SERVICES, INC.

BD
CRD#: 26266
FAIRPORT, NY
Past

July 6, 2000 - November 1, 2002

BERGER DISTRIBUTORS LLC

BD
CRD#: 41436
DENVER, CO
Past

July 6, 1998 - August 25, 1998

AMERICAN CENTURY INVESTMENT SERVICES INC.

BD
CRD#: 17437
KANSAS CITY, MO

State Registrations and Notice Filings

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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Utah
(8/4/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 3/14/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/4/2002
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/24/2012
General Securities Representative Examination
General Industry/Product Exam
RR
Series 22
Date: 3/7/2011
Direct Participation Programs Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/2/1998
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 9/3/2025
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

PS
PREP SECURITIES, LLC
PREP SECURITIES, LLC

CRD#: 188522 / SEC#: , 8-69611

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
2750 Rasmussen Road Suite 202, Park City, UT 84098
Mailing Address
2750 Rasmussen Road Suite 202, Park City, UT 84098
Phone number
(844) 877-4153
Established
Delaware since 12/08/2014
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (53 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
PREP SECURITIES HOLDINGS LLCSOLE MEMBER
BRENNAN, TIMOTHY JAMESMANAGING DIRECTOR6477325
HULL, KEVIN KITTCEO, CCO, FINOP, PFO, POO2104329

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

PREP SECURITIES, LLC

CRD#: 188522Park City, UT 84098

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