Jason D. Webster

WEBSTER WEALTH MANAGEMENT

Kansas City, MO

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CRD#: 5644879

Professional summary

Jason David Webster is a registered financial advisor currently at WEBSTER WEALTH MANAGEMENT located in Kansas City, Missouri.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Jason has worked at 3 firms and has passed the Series 66 and Series 7 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.

1) HEARTLAND FINANCIAL GROUP,1600 NE Coronado Dr, Blue Springs, MO 64014. SALES DIRECTOR, MEDICARE SUPPLEMENTS. MR. WEBSTER SPENDS 40 HOURS A WEEK AT THIS ROLE. 2) VIGILANT GROUP SERVICES, 3213 Paddock Rd. Omaha, NE 68124. Provides group insurance products, voluntary benefits enrollment services and Third-Party Administrative services. Mr. Webster spends approximately 5 hours per week managing this.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason David Webster'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®

None

Experience

Current

May 29, 2014 - Present

WEBSTER WEALTH MANAGEMENT

RIA

CRD#: 168347

Kansas City, MO

Past

June 8, 2012 - January 28, 2013

EDWARD JONES

RIA

CRD#: 250

OMAHA, NE

Past

June 4, 2012 - January 28, 2013

EDWARD JONES

CRD#: 250

OMAHA, NE

Past

June 19, 2009 - October 6, 2011

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

OMAHA, NE

Past

May 28, 2009 - October 6, 2011

EQUITABLE ADVISORS, LLC

CRD#: 6627

OMAHA, NE

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

Missouri
(6/18/2021)

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: 6/18/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 5/27/2009

General Securities Representative Examination

Current Firm

WEBSTER WEALTH MANAGEMENT

JASON WEBSTER | WEBSTER WEALTH MANAGEMENT

CRD#: 168347 / SEC#:

Missouri

Registered Investment Advisory firm - (6/18/2021 Approved)

Nebraska

Registered Investment Advisory firm - (8/13/2021 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).

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Contact information

Main Address

Kansas City, MO

Mailing Address

Phone number

(402) 689-5268

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 3,448,272

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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Jason D. Webster

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason David Webster's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEBSTER WEALTH MANAGEMENT

EDWARD JONES

EDWARD JONES

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 6/18/2009

Series 7

Date: 5/27/2009

Current Firm

WEBSTER WEALTH MANAGEMENT

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

WEBSTER WEALTH MANAGEMENT

TRUST BUT VERIFY

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