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Jason Wayne Reiman

Jason W. Reiman

Some features on this profile are disabled
CRD#: 5852454
Jason Wayne Reiman

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Jason Wayne Reiman, CFP® was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2010. Jason had worked at 3 firms and has passed the Series 65 exam.

Biography

I've been an independent, professional tax & financial adviser for over a decade. I understand that tax and financial topics are complex and often difficult to understand without professional guidance. Recently (end of 2020), considering the global pandemic, political climate and everything else, I just felt the desire to re-ignite my passion for my chosen profession. As a result, Equestrian Financial was born. As an experienced and highly educated tax & financial adviser, I'll help you free your mind of tax & financial complexities so that you can enjoy a deeper, more enjoyable connection between you and your equine friends.
top-8-questions

Question & Answer

What are your service offerings?
Budgeting
Employee and Employer Plan Ben...
Investment Planning
Debt Management
Insurance Planning
Retirement Planning
Tax Planning
Comprehensive Financial Planni...
Estate Planning
Do you have an area of expertise or specialization?
Business Owners
Cash Flow/Budgets/Credit Issue...
Divorce Planning
Entrepreneurs
Financial Psychology/Coaching
Hourly
What is your minimum asset requirement?
1
How do you get paid?
Fee Only
Are you a "fiduciary"?
No

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

January 28, 2015 - October 20, 2016

RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.

RIA
CRD#: 105047
TUCSON, AZ
Past

October 3, 2011 - October 17, 2011

ENCORE WEALTH ADVISORS, LLC

RIA
CRD#: 115336
TUCSON, AZ
Past

November 9, 2010 - September 7, 2011

SOLID PATH FINANCIAL, LLC

RIA
CRD#: 155318
FORT WAYNE, IN

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 9/30/2010
Uniform Investment Adviser Law Examination

Current Firm

RK
RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.
RASKOB KAMBOURIAN FINANCIAL ADVISORS LTD | RASKOB KAMBOURIAN TRUST SERVICES | RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.

CRD#: 105047 / SEC#: 801-25980

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Contact information

Main Address
4100 N. First Avenue, Tucson, AZ 85719-1023
Mailing Address
Phone number
(520) 690-1999
Established
Firm type
Fiscal year end
# of Employees
11

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts75
AUM (Assets Under Management)$ 77,014,832

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

RASKOB KAMBOURIAN FINANCIAL ADVISORS, LTD.

CRD#: 105047

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Contact information

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