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JE

Jason J. Ernst

BRADY MARTZ WEALTH SOLUTIONS
BISMARCK, ND 58501
Some features on this profile are disabled
CRD#: 4206687
JE

Professional summary


Jason John Ernst, who also goes by Jason Ernst, is a registered financial advisor currently at BRADY MARTZ WEALTH SOLUTIONS, LLC located in Bismarck, North Dakota.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Jason has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Jason Ernst

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.
1) HONKAMP KRUEGER FINANCIAL SERVICES - INVESTEMENT RELATED - 3390 ASBURY RD., DUBUQUE, IA 52002 - RIA FIRM - FINANCIAL ADVISOR - START DATE: 12/12/2016 - 160 HRS - 120 HRS. DURING SECURITY TRADING HOURS - GIVE FINANCIAL ADVICE TO CLIENTS OF CPA AFFILIATES

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Jason John Ernst'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

July 19, 2024 - Present

BRADY MARTZ WEALTH SOLUTIONS, LLC

Office #1: 115 N 2nd Street, Bismarck, ND 58501
RIA
CRD#: 331043
BISMARCK, ND
Past

September 30, 2020 - July 13, 2024

AVANTAX INVESTMENT SERVICES, INC.

BD
CRD#: 13686
BISMARCK, ND
Past

January 10, 2017 - September 30, 2020

CONCOURSE FINANCIAL GROUP SECURITIES, INC.

BD
CRD#: 15708
BISMARCK, ND
Past

December 17, 2016 - July 13, 2024

AVANTAX PLANNING PARTNERS, INC.

RIA
CRD#: 106237
Bismarck, ND
Past

April 29, 2013 - December 13, 2016

U.S. BANCORP INVESTMENTS, INC.

RIA
CRD#: 17868
MINOT, ND
Past

April 23, 2013 - December 13, 2016

U.S. BANCORP INVESTMENTS, INC.

BD
CRD#: 17868
MINOT, ND
Past

January 3, 2011 - April 24, 2013

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DICKINSON, ND
Past

January 3, 2011 - April 24, 2013

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DICKINSON, ND
Past

October 28, 2003 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

RIA
CRD#: 10582
MANDAN, ND
Past

May 8, 2003 - January 3, 2011

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
MANDAN, ND
Past

July 11, 2000 - December 19, 2001

WADDELL & REED

BD
CRD#: 866
OVERLAND PARK, KS

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".
BM
BRADY MARTZ WEALTH SOLUTIONS, LLC
BRADY MARTZ WEALTH SOLUTIONS, LLC

CRD#: 331043 / SEC#: 801-130560

RIA
Registered Investment Advisory firm - (6/27/2024 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
North Dakota
(7/19/2024)
IAR
Texas
(10/28/2024)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 8/17/2000
Uniform Combined State Law Examination
General Industry/Product Exam
General Industry/Product Exam

Current Firm


BM
BRADY MARTZ WEALTH SOLUTIONS, LLC
BRADY MARTZ WEALTH SOLUTIONS, LLC

CRD#: 331043 / SEC#: 801-130560

RIA
Registered Investment Advisory firm - (6/27/2024 Approved)
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Contact information


Main Address
401 Demers Ave Ste 300, Grand Forks, ND 58201
Mailing Address
Phone number
(701) 223-1717
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (9 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRADY MARTZ WEALTH SOLUTIONS FORM ADV PART 2A (11/13/2025)

Regulatory assets under management


Total Number of Accounts1,046
AUM (Assets Under Management)$ 795,298,629

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


BRADY MARTZ WEALTH SOLUTIONS, LLC

CRD#: 331043Bismarck, ND 58501

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