JW
Jason R. Witcher
WMG FINANCIAL ADVISORS
Brandon, MS 39042
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CRD#: 5825757
JW
Professional summary
Jason Rush Witcher is a registered financial advisor currently at WMG FINANCIAL ADVISORS, LLC located in Brandon, Mississippi.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Jason has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7 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.
(dba) WMG FINANCIAL ADVISORS, LLC; Investment Related; 106 Highpointe Court, Suite B, Brandon, MS 39042; Investments; IAR; Start Date 03/2018; 10 hours per month with those 10 hours per month occurring during trading hours; Investment Adviser Representative. >> WL INVESTMENTS, LLC; Investment Related; 106 Highpointe Court, Suite B, Brandon, MS 39042; Investments; 50% Owner; Start Date 01/2016; 2 hours per month with those 2 hours per month occurring during trading hours; WL Investments, LLC owns two commercial real estate properties that house the headquarters of Witcher CPA, PLLC and also leases to other third parties. >> WITCHER PROPERTIES, LLC; Investment Related; 190 Mandy Drive, Brandon, MS 39042; Other; Member-Manager; Start date 02/2016; 1 hour per month occurring during trading hours; Passive land holdings. >> CYPRESS CAPITAL GROUP; Investment Related; 501 Chuck Wagon, Brandon, MS 39042; Start Date 06/2010; 1 hour per month with that 1 hour occurring during trading hours; Residential rental real estate - Passive residential rental real estate. >> HERITAGE LAND AND TIMBER LLC; Investment Related; 501 Chuck Wagon, Brandon, MS 39042; Start Date 05/2015; Dormant Company that was set up to purchase timber land in the State of Mississippi. >> LAKELAND PRESBYTERIAN CHURCH; Non-Investment Related; 5312 Lakeland Drive, Flowood, MS 39232; Church; Ruling Elder and Finance Chairman Church; Start Date 01/2014. >> MS OPPORTUNITY ZONE FUND 1, LLC; Investment Related; 106 Highpoint Court, Suite B, Brandon, MS 39042; Start Date 12/2018; Inactive entity that may be used to purchase/construct investment property in Qualified Opportunity Zones in the State of Mississippi. This will be utilized for personal real estate investments and no outside investors. >> WITCHER CPA, PLLS; Non-Investment Related; 106 Highpointe Court, Suite B, Brandon, MS 39042; CPA Firm; Member-Manager; Start Date 6/2019; 160 hours per month with the majority of hours per month occurring during trading hours; Managing Member of CPA Practice. >> SDMG PROPERTIES LLC; Non-Investment Related; 106 Highpointe Court, Suite B, Brandon, MS 39042; Other; Registered Agent/CPA; Start Date 07/2020; No hours per month; Serve as Registered Agent and CPA for this client - I have no ownership interest or management functions. >> SOUTHERN DENTAL MANAGEMENT GROUP LLC; Non-Investment Related; 106 Highpointe Court, Suite B, Brandon, MS 39042; Other; Registered Agent/CPA; Start Date 07/2020; No hours per month; Serve as Registered Agent and CPA for this client - I have no ownership interest or management functions. >> WWL PROPERTIES LLC; Non-Investment Related; 106 Highpointe Court, Suite B, Brandon, MS 39042; Other; Board Member; Start Date 02/2019; No hours per month; Co-owner of this LLC which owns undeveloped timber land held as personal timber land for recreation and investment.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Rush Witcher'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®
NoneExperience
Current
March 19, 2018 - Present
WMG FINANCIAL ADVISORS, LLC
Office #1: 106 Highpointe Court Suite B, Brandon, MS 39042RIA
CRD#: 285824
Brandon, MS
Past
June 9, 2015 - March 19, 2018
STRATEGIC WEALTH MANAGEMENT GROUP, LLC
RIA
CRD#: 116285
BRANDON, MS
Past
May 29, 2015 - May 30, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Brandon, MS
Past
July 6, 2012 - June 5, 2015
AVANTAX ADVISORY SERVICES
RIA
CRD#: 104556
BRANDDON, MS
Past
May 25, 2012 - June 5, 2015
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BRANDON, MS
Past
September 19, 2010 - July 28, 2011
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
BRANDON, MS
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".
WF
WMG FINANCIAL ADVISORS, LLC
DAVIS WEALTH PARTNERS | WMG FINANCIAL ADVISORS, LLC | LEGACY WEALTH MANAGEMENT | KAIZEN RETIREMENT PLAN CONSULTANTS, LLC
CRD#: 285824 / SEC#: 801-116718
RIA
Registered Investment Advisory firm - (6/4/2019 Approved)Florida
Registered Investment Advisory firm - (8/16/2019 Terminated)Georgia
Registered Investment Advisory firm - (8/23/2019 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2019 Terminated)Mississippi
Registered Investment Advisory firm - (8/16/2019 Terminated)Tennessee
Registered Investment Advisory firm - (8/19/2019 Terminated)Texas
Registered Investment Advisory firm - (8/16/2019 Terminated)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
Mississippi(3/19/2018)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WF
WMG FINANCIAL ADVISORS, LLC
DAVIS WEALTH PARTNERS | WMG FINANCIAL ADVISORS, LLC | LEGACY WEALTH MANAGEMENT | KAIZEN RETIREMENT PLAN CONSULTANTS, LLC
CRD#: 285824 / SEC#: 801-116718
RIA
Registered Investment Advisory firm - (6/4/2019 Approved)Florida
Registered Investment Advisory firm - (8/16/2019 Terminated)Georgia
Registered Investment Advisory firm - (8/23/2019 Terminated)Louisiana
Registered Investment Advisory firm - (8/19/2019 Terminated)Mississippi
Registered Investment Advisory firm - (8/16/2019 Terminated)Tennessee
Registered Investment Advisory firm - (8/19/2019 Terminated)Texas
Registered Investment Advisory firm - (8/16/2019 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
620 Mabry Hood Road Suite 101, Knoxville, TN 37932
Mailing Address
Phone number
(865) 290-4000
Established
Firm type
Fiscal year end
# of Employees
16
SEC notice filing (9 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,940 |
| AUM (Assets Under Management) | $ 614,890,081 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
WMG FINANCIAL ADVISORS, LLC
CRD#: 285824Brandon, MS 39042TRUST BUT VERIFY
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