Jason D. Deeds

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CRD#: 5281309

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason D Deeds, who also goes by Jason Dean Deeds, was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2007. Jason had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jason Dean Deeds

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. 09/22/2021 - Treiberg Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 05/08/2019. 2. 10/27/2021 - Treiberg Wealth Management- Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 09/15/2016 - 160 Hours Per Month/6 Hours During Securities Trading - Time Spent 100% - I provide administrative support to Treiberg Wealth Management, an independent investment advisor firm. I started this business activity in 10/2021. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

June 10, 2020 - November 20, 2024

TREIBERG WEALTH MANAGEMENT

RIA

CRD#: 284140

TUCSON, AZ

Past

May 9, 2019 - July 12, 2022

LPL FINANCIAL LLC

CRD#: 6413

TUCSON, AZ

Past

May 14, 2018 - January 28, 2019

SECURE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 141195

TUCSON, AZ

Past

April 22, 2014 - February 20, 2018

DAVIS DISTRIBUTORS, LLC

CRD#: 7975

TUCSON, AZ

Past

September 16, 2013 - February 26, 2014

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804

TUCSON, AZ

Past

March 14, 2012 - February 7, 2014

SECURE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 141195

TUCSON, AZ

Past

June 25, 2010 - August 25, 2011

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

TUCSON, AZ

Past

May 15, 2008 - August 19, 2008

TD AMERITRADE, INC.

CRD#: 7870

BELLEVUE, NE

Past

August 20, 2007 - November 6, 2007

NORTHERN LIGHTS DISTRIBUTORS, LLC

CRD#: 126159

ELKHORN, NE

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".

TREIBERG WEALTH MANAGEMENT

TREIBERG WEALTH MANAGEMENT | TREIBERG WEALTH MANAGEMENT, INC.

CRD#: 284140 / SEC#: 801-116731

RIA

Registered Investment Advisory firm - (5/30/2019 Approved)

Arizona

Registered Investment Advisory firm - (6/3/2019 Terminated)

California

Registered Investment Advisory firm - (7/3/2019 Terminated)

Texas

Registered Investment Advisory firm - (6/3/2019 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.

Visual representation of state registrations

This advisor is not registered in any state.

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 65

Date: 4/2/2018

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 5/22/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/20/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/14/2008

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 8/17/2007

Investment Company Products/Variable Contracts Representative Examination

Current Firm

TREIBERG WEALTH MANAGEMENT

TREIBERG WEALTH MANAGEMENT | TREIBERG WEALTH MANAGEMENT, INC.

CRD#: 284140 / SEC#: 801-116731

RIA

Registered Investment Advisory firm - (5/30/2019 Approved)

Arizona

Registered Investment Advisory firm - (6/3/2019 Terminated)

California

Registered Investment Advisory firm - (7/3/2019 Terminated)

Texas

Registered Investment Advisory firm - (6/3/2019 Terminated)

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Contact information

Main Address

3573 East Sunrise Drive Suite 115, Tucson, AZ 85718

Mailing Address

Phone number

(520) 232-0505

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A - FIRM DISCLOSURE BROCHURE (10/2/2025)

Regulatory assets under management

Total Number of Accounts	635
AUM (Assets Under Management)	$ 262,032,411

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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Firm Stability Insights

Jason D. Deeds

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

LPL FINANCIAL LLC

SECURE INVESTMENT MANAGEMENT, LLC

DAVIS DISTRIBUTORS, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

SECURE INVESTMENT MANAGEMENT, LLC

PURSHE KAPLAN STERLING INVESTMENTS

TD AMERITRADE, INC.

NORTHERN LIGHTS DISTRIBUTORS, LLC

Primary Firm SEC Registration

TREIBERG WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 4/2/2018

Series 63

Date: 5/22/2008

SIE

Date: 2/20/2018

Series 7

Date: 5/14/2008

Series 6

Date: 8/17/2007

Current Firm

TREIBERG WEALTH MANAGEMENT

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

TREIBERG WEALTH MANAGEMENT

TRUST BUT VERIFY

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