Jason S. Armbrust

AVALON WEALTH ADVISORY

Indianapolis, IN 46256

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CRD#: 5737789

Professional summary

Jason Scott Armbrust, CFP® is a registered financial advisor currently at AVALON WEALTH ADVISORY, INC. located in Indianapolis, Indiana.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jason has worked at 2 firms and has passed the Series 66, SIE 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Scott Armbrust'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

August 5, 2021 - Present

AVALON WEALTH ADVISORY, INC.

Office #1: 9775 Crosspoint Blvd. Suite 110, Indianapolis, IN 46256

RIA

CRD#: 114311

Indianapolis, IN

Past

July 28, 2010 - February 20, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA

CRD#: 16164

ORLANDO, FL

Past

July 21, 2010 - February 20, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

ORLANDO, FL

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

Indiana
(8/5/2021)

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: 7/27/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 2/20/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/20/2010

General Securities Representative Examination

Current Firm

AVALON WEALTH ADVISORY, INC.

CRD#: 114311 / SEC#:

Florida

Registered Investment Advisory firm - (7/12/2022 Approved)

Illinois

Registered Investment Advisory firm - (6/21/2022 Approved)

Indiana

Registered Investment Advisory firm - (7/13/1999 Approved)

Ohio

Registered Investment Advisory firm - (10/29/2007 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

9775 Crosspoint Blvd. Suite 110, Indianapolis, IN 46256

Mailing Address

Phone number

(317) 814-4790

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Jason S. Armbrust

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Scott Armbrust's CRS (Customer Relationship Summary).

Certified licenses

Experience

AVALON WEALTH ADVISORY, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

TRANSAMERICA FINANCIAL ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/27/2010

SIE

Date: 2/20/2016

Series 7

Date: 7/20/2010

Current Firm

AVALON WEALTH ADVISORY, INC.

Contact information

Documents

Red Flags

Company Information

AVALON WEALTH ADVISORY, INC.

TRUST BUT VERIFY

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