Jason C. Willenborg

ACCEL WEALTH MANAGEMENT

Cedar Rapids, IA 52411

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CRD#: 5158178

Professional summary

Jason Christopher Willenborg, who also goes by Jason C Willenborg, is a registered financial advisor currently at ACCEL WEALTH MANAGEMENT located in Cedar Rapids, Iowa.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Jason has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jason C Willenborg

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.

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; SAME AS BRANCH; INV REL; HELPING CLIENTS GROW AND PROTECT THEIR NET WORTH THROUGH RETIREMENT PLANNING; AGENT; START DATE=09/2008; HRS/MO=180; TRADING HRS/MO=160; INSURANCE SERVICES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Christopher Willenborg'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

March 26, 2019 - Present

ACCEL WEALTH MANAGEMENT

Office #1: 5500 Fountains Drive Ne Suite 201, Cedar Rapids, IA 52411

RIA

CRD#: 286201

Cedar Rapids, IA

Past

March 11, 2019 - August 13, 2020

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Cedar Rapids, IA

Past

February 23, 2009 - March 21, 2019

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

CEDAR RAPIDS, IA

Past

September 23, 2008 - March 21, 2019

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

CEDAR RAPIDS, IA

Past

May 4, 2007 - September 3, 2008

EDWARD JONES

RIA

CRD#: 250

MARION, IA

Past

July 25, 2006 - September 3, 2008

EDWARD JONES

CRD#: 250

MARION, IA

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".

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC

CRD#: 286201 / SEC#: 801-108814

RIA

Registered Investment Advisory firm - (1/3/2017 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

Iowa
(3/26/2019)

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: 5/1/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 7/27/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/24/2006

General Securities Representative Examination

Current Firm

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC

CRD#: 286201 / SEC#: 801-108814

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

301 Oak Ridge Circle, Waverly, IA 50677

Mailing Address

Phone number

(319) 596-1101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 043025 (4/30/2025)

Regulatory assets under management

Total Number of Accounts	2,570
AUM (Assets Under Management)	$ 973,955,257

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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Advisor Monitoring

Firm Stability Insights

Jason C. Willenborg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Christopher Willenborg's CRS (Customer Relationship Summary).

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

ACCEL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 5/1/2007

Series 63

Date: 7/27/2006

SIE

Date: 10/1/2018

Series 7

Date: 7/24/2006

Current Firm

ACCEL WEALTH MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCEL WEALTH MANAGEMENT

TRUST BUT VERIFY

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