Jason Michael Mong
Professional Summary
Jason Michael Mong is a registered financial advisor currently at WEALTH WATCH ADVISORS, INC located in Westminster, Colorado. Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Jason has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 6 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
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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
22 years in the financial services industry
Current & Past Employments
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Current Firm
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | THE SOLOMON GROUP INC-INSURANCE SALES | STRONG FINANCIAL, INC | STONEWAY FINANCIAL SERVICES | SOLOMON GROUP FINANCIAL SERVICES | SILVERBACK FINANCIAL LLC | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SENIOR AND FAMILY FINANCIAL, LLC | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | MERCER FINANCIAL GROUP | LINKED INVESTMENT LTD | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | BURKHART,PETERSON & COMPANY | ALTUS WEALTH STRATEGIES, INC
Contact Information
Main Address
S Valley Hwy 8310, Englewood, CO 80112Phone Number
(855) 822-3708# of Employees
62SEC notice filing (42 States and Territories)
Registered to provide investment advisory services in 42 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
3,587AUM (Assets Under Management)
$612,365,110Similar Advisors
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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.
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Primary Firm SEC Registration
ALPHALINK INVESTMENTS, LTD | WORTH RETIREMENT ADVISORS | WEST TEXAS SENIOR RESOURCES | WEALTH WATCH ADVISORS, LLC | WEALTH WATCH ADVISORS, INC. | WEALTH WATCH ADVISORS, INC | TRUSKOR WEALTH GROUP | THE WEALTH ADVOCATE INVESTMENT GROUP LLC | THE SOLOMON GROUP INC-INSURANCE SALES | STRONG FINANCIAL, INC | STONEWAY FINANCIAL SERVICES | SOLOMON GROUP FINANCIAL SERVICES | SILVERBACK FINANCIAL LLC | SHIELD FINANCIAL AND INSURANCE SERVICES, INC. | SENIOR AND FAMILY FINANCIAL, LLC | SCOTT FINANCIAL SERVICES | SANDERS INDEPENDENT CONSULTING | RETIRE HAPPILY | PACKARD ADVISORY | MERCER FINANCIAL GROUP | LINKED INVESTMENT LTD | J. MARTIN WEALTH MANAGEMENT | HUGHES RETIREMENT & FINANCIAL STRATEGIES | HEART FINANCIAL GROUP | GOLDLINE FINANCIAL SERVICES | E. H. HOWARD WEALTH MANGEMENT, LLC. | CSE CAPITAL MANAGEMENT AND INSURANCE SERVICES, INC | CLEAR DIRECTION FINANCIAL | CANNON FINANCIAL GROUP | BURKHART,PETERSON & COMPANY | ALTUS WEALTH STRATEGIES, INC
State Registrations and Notice Filings
(12/1/2017)
(2/3/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Nov 2004About the Series 6 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Mong's CRS (Customer Relationship Summary).
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