Jason E. Clevlen

LAKE HILLS WEALTH MANAGEMENT

Austin, TX 78730

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CRD#: 4658819

Professional summary

Jason Edward Clevlen, CFP® is a registered financial advisor currently at LAKE HILLS WEALTH MANAGEMENT, LLC located in Austin, Texas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Jason has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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) Lake Hills Masterminds, LLC; non-investment related; professional development organization; Founder & Member (responsible for finance/accounting and group facilitation); 8601 Ranch Road 2222, Building 1, Suite 230, Austin, TX 78730; 1 hour not during trading hours per month; started 6/5/2019

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Edward Clevlen'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®

CFP^®

Certified Financial Planner

Start date: 2009

Experience

Current

February 17, 2017 - Present

LAKE HILLS WEALTH MANAGEMENT, LLC

Office #1: 8601 Ranch Road 2222 Building 1, Suite 230, Austin, TX 78730

RIA

CRD#: 286175

Austin, TX

Past

July 25, 2003 - February 14, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

AUSTIN, TX

Past

July 16, 2003 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

July 16, 2003 - February 14, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

AUSTIN, TX

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".

LAKE HILLS WEALTH MANAGEMENT, LLC

CRD#: 286175 / SEC#: 801-121498

RIA

Registered Investment Advisory firm - (6/11/2021 Approved)

Texas

Registered Investment Advisory firm - (6/15/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Texas
(2/17/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/24/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/14/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/14/2003

General Securities Representative Examination

Current Firm

LAKE HILLS WEALTH MANAGEMENT, LLC

CRD#: 286175 / SEC#: 801-121498

RIA

Registered Investment Advisory firm - (6/11/2021 Approved)

Texas

Registered Investment Advisory firm - (6/15/2021 Terminated)

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Contact information

Main Address

8601 Ranch Road 2222 Building 1, Suite 230, Austin, TX 78730

Mailing Address

Phone number

(512) 580-4740

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

2025-03-27 LAKE HILLS WEALTH MANAGEMENT FORM ADV PART 2 (3/27/2025)

Regulatory assets under management

Total Number of Accounts	742
AUM (Assets Under Management)	$ 175,459,087

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.

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Jason E. Clevlen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Edward Clevlen's CRS (Customer Relationship Summary).

Certified licenses

Experience

LAKE HILLS WEALTH MANAGEMENT, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

LAKE HILLS WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/24/2003

SIE

Date: 2/14/2017

Series 7

Date: 7/14/2003

Current Firm

LAKE HILLS WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LAKE HILLS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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