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JD

Jason A. Douglass

DOUGLASS INVESTMENT GROUP | Operations Manager
WICHITA, KS 67206
Some features on this profile are disabled
CRD#: 5130770
JD

Professional summary

Jason Andrew Douglass, who also goes by Jason A Douglass, is a registered financial advisor currently at DOUGLASS INVESTMENT GROUP located in Wichita, Kansas.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jason has worked at 5 firms and has passed the Series 66, SIE, Series 7, Series 10 and Series 9 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason A Douglass

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)Name of Business: Douglass Wealth Management, LLC Address: 9412 E Central Ave, Wichita, KS, 67206, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 04/24/2017 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Partner / OwnerG TRADING HOURS, EMPLOYEE OF DBA.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Andrew Douglass'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 1, 2024 - Present

DOUGLASS INVESTMENT GROUP

Office #1: 9412 East Central Avenue, Wichita, KS 67206
RIA
CRD#: 331223
WICHITA, KS
Past

April 25, 2017 - July 1, 2024

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

RIA
CRD#: 149018
WIICHTA, KS
Past

April 24, 2017 - July 1, 2024

RAYMOND JAMES FINANCIAL SERVICES, INC.

BD
CRD#: 6694
Wichita, KS
Past

March 6, 2015 - April 25, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA
CRD#: 11025
WICHITA, KS
Past

March 6, 2015 - April 25, 2017

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

BD
CRD#: 11025
WICHITA, KS
Past

October 4, 2010 - March 6, 2015

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
WICHITA, KS
Past

September 13, 2010 - March 6, 2015

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
WICHITA, 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".
DI
DOUGLASS INVESTMENT GROUP
DOUGLASS INVESTMENT GROUP | DOUGLASS INVESTMENT GROUP LLC

CRD#: 331223 / SEC#: 801-130445

RIA
Registered Investment Advisory firm - (6/12/2024 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
Kansas
(7/1/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/1/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/10/2010
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 5/24/2018
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/28/2018
General Securities Sales Supervisor - Options Module Examination

Current Firm

DI
DOUGLASS INVESTMENT GROUP
DOUGLASS INVESTMENT GROUP | DOUGLASS INVESTMENT GROUP LLC

CRD#: 331223 / SEC#: 801-130445

RIA
Registered Investment Advisory firm - (6/12/2024 Approved)
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Contact information

Main Address
9412 East Central Avenue, Wichita, KS 67206
Mailing Address
Phone number
(316) 854-8495
Established
Firm type
Fiscal year end
# of Employees
3

SEC notice filing (3 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DIG ADV 2A (3/10/2025)

Regulatory assets under management

Total Number of Accounts600
AUM (Assets Under Management)$ 165,000,000

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

DOUGLASS INVESTMENT GROUP

Operations ManagerCRD#: 331223Wichita, KS 67206

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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