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JR

Jason P. Rainier

RAINIER WEALTH PLANNING
BATON ROUGE, LA 70809
Some features on this profile are disabled
CRD#: 5783938
JR

Professional summary

Jason P Rainier, CFP® is a registered financial advisor currently at RAINIER WEALTH PLANNING, LLC located in Baton Rouge, Louisiana.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jason has worked at 3 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 P Rainier'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: 2013

Experience

Current

January 26, 2026 - Present

RAINIER WEALTH PLANNING, LLC

Office #1: 9854 Professional Blvd, Baton Rouge, LA 70809
RIA
CRD#: 338645
BATON ROUGE, LA
Past

January 24, 2025 - January 28, 2026

OSAIC WEALTH, INC.

RIA
CRD#: 23131
Baton Rouge, LA
Past

January 24, 2025 - January 28, 2026

OSAIC WEALTH, INC.

BD
CRD#: 23131
Baton Rouge, LA
Past

October 20, 2010 - January 24, 2025

OSAIC FA, INC.

RIA
CRD#: 3978
BATON ROUGE, LA
Past

July 9, 2010 - January 24, 2025

OSAIC FA, INC.

BD
CRD#: 3978
BATON ROUGE, LA

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
Louisiana
(1/26/2026)
IAR
Tennessee
(1/30/2026)
IAR
Texas
(1/26/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/24/2010
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/8/2010
General Securities Representative Examination

Current Firm

RW
RAINIER WEALTH PLANNING, LLC
RAINIER WEALTH PLANNING, LLC

CRD#: 338645 / SEC#:

Texas
Registered Investment Advisory firm - (9/12/2025 Conditional Restricted)
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Contact information

Main Address
9854 Professional Blvd, Baton Rouge, LA 70809
Mailing Address
Phone number
(225) 953-8286
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV
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

RAINIER WEALTH PLANNING, LLC

CRD#: 338645Baton Rouge, LA 70809

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