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JW

Jason L. Wiseman

YOUR IA
MESA, AZ 85206
Some features on this profile are disabled
CRD#: 5443969
JW

Professional summary

Jason Lewis Wiseman, who also goes by Jason Wiseman, is a registered financial advisor currently at YOUR IA, LLC 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 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Lewis Wiseman'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

December 4, 2025 - Present

YOUR IA, LLC

Office #1: 3707 E. Southern Ave. Suite 2049, Mesa, AZ 85206
RIA
CRD#: 338535
MESA, AZ
Past

September 18, 2024 - January 2, 2026

THEPARTNERS WEALTH MANAGEMENT

RIA
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

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
(1/12/2026)
IAR
California
(12/4/2025)
IAR
Colorado
(1/26/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/30/2008
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 2/28/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/11/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

YI
YOUR IA, LLC
AOG WEALTH PARTNERS, LLC | YOUR IA, LLC

CRD#: 338535 / SEC#: 801-134511

RIA
Registered Investment Advisory firm - (11/18/2025 120-Day Approval)
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Contact information

Main Address
616 South 300 East, St. George, UT 84770
Mailing Address
Phone number
(800) 823-0489
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (9 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

YOUR IA LLC - FORM ADV PART 2A - 2025.11 (11/21/2025)
0

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

YOUR IA, LLC

CRD#: 338535Mesa, AZ 85206

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