JW
Jason L. Wiseman
THEPARTNERS WEALTH MANAGEMENT
Mesa, AZ 85206
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CRD#: 5443969
JW
Professional summary
Jason Lewis Wiseman, who also goes by Jason Wiseman, is a registered financial advisor currently at THEPARTNERS WEALTH MANAGEMENT located in Mesa, Arizona.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jason has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jason Wiseman
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.
"Sales of insurance products, part-time or full-time, for companies affiliated with Transamerica Financial Advisors, Inc." Revolt Healthcare Alliance / 0620-Present / Investment Related: No / 5 Cowboys Way Frisco, TX 75034 / Agent / Healthcare / Hrs Work Monthly: 10/ Sec Trading Hrs: 1/ Limited will refer clients for healthcare quotes and let Revolt handle from there JLW AND ASSOCAITES, LLC;4801 E MCKELLIPS RD; STE. 103; MESA, AZ 85215; NON-INVESTMENT RELATED; 11/28/2012; OWNER;THE SOLE PURPOSE OF THIS COMPANY IS FOR TAX FILING PURPOSES FOR INCOME. IT DOES NOT HAVE ANY OTHER OWNERSHIP OF ANYTHING AT THIS TIME; ZERO HOURS/MO. JLW AND ASSOCIATES, LLC/NOT INVESTMENT RELATED/11.30.2017/AGENT/1858 E. GARY ST, MESA, AZ 85203/AMENDING AN EXISTING OBA FOR THE PURPOSE OF OFFERING HEALTH INSURANCE/AS NEEDED OFFER ASSISTANCE WITH HEALTH INSURANCE PRODUCTS/HOURS.MONTH: 5 JAX PRO PEST CONTROL/NOT INVESTMENT RELATED/OWNER/4.4.2018/1858 E. GARY ST., MESA ARIZONA 85203/PEST AND WEED CONTROL./PROVIDE GUIDANCE FROM A BUSINESS PERSPECTIVE. HELP WITH ADMINISTRATIVE TASKS AS NEEDED. MY WIFE NORMA, IS PRIMARILY RESPONSIBLE FOR THE OPERATION AND DAILY ACTIVITIES./HOURS.MONTH: 10 BUDGET BROTHERS PEST CONTROL; NON-INVESTMENT RELATED; 610 E. BELL ROAD, PHOENIX, AZ 85022; CONSULTANT; 06/01/2024; 40 HRS/MO; 20 HRS/MO DURING TRADING HOURS; CONSULTANT FOR EXISTING JAX PRO PEST CONTROL TRANSITIONING TO BUDGET BROTHERS.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Lewis Wiseman's 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®
NoneExperience
Current
September 18, 2024 - Present
THEPARTNERS WEALTH MANAGEMENT
Office #1: 3707 E Southern Ave Suite 2049, Mesa, AZ 85206RIA
CRD#: 314816
Mesa, AZ
Past
December 21, 2021 - October 17, 2024
SCF INVESTMENT ADVISORS, INC.
RIA
CRD#: 123608
Mesa, AZ
Past
December 20, 2021 - October 2, 2024
SCF SECURITIES, INC.
BD
CRD#: 47275
MESA, AZ
Past
January 6, 2012 - December 22, 2021
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
MESA, AZ
Past
January 6, 2012 - December 22, 2021
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
MESA, AZ
Past
March 10, 2009 - January 6, 2012
INVESTMENT ADVISORS INTERNATIONAL, INC.
RIA
CRD#: 139233
MESA, AZ
Past
January 14, 2008 - January 6, 2012
WORLD GROUP SECURITIES, INC.
BD
CRD#: 114473
MESA, AZ
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".
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 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
Arizona(9/18/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TW
THEPARTNERS WEALTH MANAGEMENT
ADAPTIVE WEALTH MANAGEMENT | WORTH FINANCIAL SOLUTIONS | WILKINS WEALTH MANAGEMENT | TW SMITH PLANNING AND INVESTMENTS | TRIVELLONI ASSET MANAGEMENT | THEPARTNERS WEALTH MANAGEMENT | THEPARTNERS RETIREMENT AND BUSINESS SOLUTIONS | SUMMA CAPITAL MANAGEMENT | PREISS FINANCIAL LLC | PARTNERS WEALTH MANAGEMENT, LLC | OCEAN POINTE FINANCIAL SERVICES GROUP, LLC | KLYMAN FINANCIAL | COACTIVE WEALTH STRATEGISTS | CENTRAL COAST FINANCIAL MANAGEMENT, INC. | BIANCO WEALTH MANAGEMENT | ASH CREEK FINANCIAL ADVISORS
CRD#: 314816 / SEC#: 801-122637
RIA
Registered Investment Advisory firm - (11/8/2021 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Nw Corner Ocean Avenue And Mission Street Second Level, Carmel By The Sea, CA 93921
Mailing Address
26 Miramonte Rd, Carmel Valley, CA 93924
Phone number
(800) 324-3010
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (23 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,304 |
| AUM (Assets Under Management) | $ 454,537,144 |
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
THEPARTNERS WEALTH MANAGEMENT
CRD#: 314816Mesa, AZ 85206TRUST BUT VERIFY
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