Jason R. Der

YOUR IA

Wellesley, MA

CRD#: 5566661

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Professional summary

Jason Robert Der is a registered financial advisor currently at YOUR IA, LLC located in Wellesley, Massachusetts.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Jason has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Robert Der'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

May 28, 2026 - Present

YOUR IA, LLC

RIA

CRD#: 338535

Wellesley, MA

Past

November 10, 2008 - December 17, 2010

AVANTAX INVESTMENT SERVICES, INC.

CRD#: 13686

WELLESLEY, MA

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

Massachusetts
(5/28/2026)

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: 11/13/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/11/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 6/20/2025

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/8/2008

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

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

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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Why AdvisorCheck

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Jason R. Der

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Robert Der's CRS (Customer Relationship Summary).

Certified licenses

Experience

YOUR IA, LLC

AVANTAX INVESTMENT SERVICES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2025

Series 63

Date: 10/11/2008

SIE

Date: 6/20/2025

Series 6

Date: 11/8/2008

Current Firm

YOUR IA, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

YOUR IA, LLC

TRUST BUT VERIFY

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