Jason J. Parolek

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CRD#: 5464334

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 Joseph Parolek, who also goes by Jason J Parolek, Jason Joseph Parolek, Jason Parolek, was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2008. Jason had worked at 15 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jason J Parolek | Jason Joseph Parolek | Jason Parolek

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) FARM BUREAU LIFE; FARM BUREAU PROPERTY AND CASUALTY AND THEIR AFFILIATES; NOT INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES, IA; INSURANCE SALES ASSOCIATE SINCE 01/13/2023; FULL-TIME SELLING INSURANCE; Both Life and P/C companies have a relationship with the state Farm Bureau organization in each state where they do business. 2) FBL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; 5400 UNIVERSITY AVE, WEST DES MOINES IA 50266; INVESTMENT ADVISORY AND FINANCIAL PLANNING; INVESTMENT ADVISER REPRESENTATIVE; DATE OF FBLIMS RELEASE LETTER, UNTIL FURTHER NOTICE; Varied HOURS PER MONTH; Varied HOURS DEVOTED PER MONTH DURING TRADING HOURS; PROVIDE INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES TO CUSTOMERS; FEE BASED, HOURLY RATE.

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

May 6, 2022 - September 5, 2023

FBL WEALTH MANAGEMENT, LLC

RIA

CRD#: 291396

West Des Moines, IA

Past

April 28, 2022 - September 5, 2023

FBL MARKETING SERVICES, LLC

CRD#: 5309

Lincoln, NE

Past

September 13, 2021 - January 3, 2022

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

RIA

CRD#: 174129

Palmyra, NE

Past

January 20, 2020 - July 20, 2020

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

LINCOLN, NE

Past

January 17, 2020 - July 20, 2020

WOODBURY FINANCIAL SERVICES, INC.

RIA

CRD#: 421

LINCOLN, NE

Past

January 28, 2019 - March 4, 2019

FIRST COMMAND ADVISORY SERVICES

RIA

CRD#: 281958

Papillion, NE

Past

January 28, 2019 - March 4, 2019

FIRST COMMAND BROKERAGE SERVICES, INC.

CRD#: 3641

PAPILLION, NE

Past

January 8, 2018 - July 25, 2018

USAA INVESTMENT SERVICES COMPANY

RIA

CRD#: 5475

SAN ANTONIO, TX

Past

December 3, 2014 - January 8, 2018

USAA FINANCIAL PLANNING SERVICES

RIA

CRD#: 106352

ADDISON, TX

Past

November 26, 2014 - July 19, 2018

USAA FINANCIAL ADVISORS, INC.

CRD#: 129035

ADDISON, TX

Past

March 31, 2014 - November 7, 2014

BEACON FINANCIAL GROUP

RIA

CRD#: 110038

DALLAS, TX

Past

March 17, 2014 - November 7, 2014

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

DALLAS, TX

Past

March 17, 2014 - November 7, 2014

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

DALLAS, TX

Past

April 19, 2013 - March 3, 2014

BOK FINANCIAL SECURITIES, INC.

RIA

CRD#: 17530

FT. WORTH, TX

Past

April 19, 2013 - March 3, 2014

BOK FINANCIAL SECURITIES, INC.

CRD#: 17530

FT. WORTH, TX

Past

August 14, 2008 - April 19, 2013

TD AMERITRADE, INC.

RIA

CRD#: 7870

SOUTHLAKE, TX

Past

August 14, 2008 - April 19, 2013

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 111514

SOUTHLAKE, TX

Past

July 31, 2008 - April 19, 2013

TD AMERITRADE, INC.

CRD#: 7870

SOUTHLAKE, TX

Past

February 12, 2008 - July 14, 2008

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WESTLAKE, TX

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".

FBL WEALTH MANAGEMENT, LLC

CRD#: 291396 / SEC#: 801-113458

RIA

Registered Investment Advisory firm - (6/18/2018 Approved)

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 66

Date: 8/12/2008

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/7/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 7/19/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/11/2008

General Securities Representative Examination

Current Firm

FBL WEALTH MANAGEMENT, LLC

CRD#: 291396 / SEC#: 801-113458

RIA

Registered Investment Advisory firm - (6/18/2018 Approved)

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Contact information

Main Address

5400 University Avenue, West Des Moines, IA 50266

Mailing Address

Phone number

(515) 225-5400

Established

Firm type

Fiscal year end

# of Employees

177

SEC notice filing (45 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FBL WEALTH MANAGEMENT, LLC - FORM ADV PART 2A APPENDIX 1 WRAP FEE BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 8,654,949

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 J. Parolek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

FBL MARKETING SERVICES, LLC

KNIGHTS OF COLUMBUS ASSET ADVISORS LLC

WOODBURY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

FIRST COMMAND ADVISORY SERVICES

FIRST COMMAND BROKERAGE SERVICES, INC.

USAA INVESTMENT SERVICES COMPANY

USAA FINANCIAL PLANNING SERVICES

USAA FINANCIAL ADVISORS, INC.

BEACON FINANCIAL GROUP

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

BOK FINANCIAL SECURITIES, INC.

BOK FINANCIAL SECURITIES, INC.

TD AMERITRADE, INC.

TD AMERITRADE INVESTMENT MANAGEMENT, LLC

TD AMERITRADE, INC.

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

FBL WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/12/2008

Series 63

Date: 3/7/2008

SIE

Date: 7/19/2018

Series 7

Date: 2/11/2008

Current Firm

FBL WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (45 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FBL WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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