Jason B. Shrieve

RNS WEALTH MANAGEMENT

MANHATTAN, MT

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CRD#: 6032007

Professional summary

Jason B Shrieve, who also goes by Jason Bradley Shrieve, is a registered financial advisor currently at RNS WEALTH MANAGEMENT, LLC located in Manhattan, Montana.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. 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

Jason Bradley Shrieve

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.

Guardian Wealth Design Group; Investment Related; Houston, TX; Insurance Sales; Insurance Agent; 09/2011; Approximately 80 hours per month during trading hours is spent in this capacity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason B Shrieve'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

August 16, 2018 - Present

RNS WEALTH MANAGEMENT, LLC

RIA

CRD#: 297486

MANHATTAN, MT

Past

October 24, 2012 - August 17, 2018

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

HOUSTON, TX

Past

May 2, 2012 - August 17, 2018

PARK AVENUE SECURITIES LLC

CRD#: 46173

HOUSTON, TX

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
(8/21/2018)

IAR

Montana
(9/8/2022)

IAR

Texas
(8/16/2018)

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: 9/21/2012

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 8/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/1/2012

General Securities Representative Examination

Current Firm

RNS WEALTH MANAGEMENT, LLC

CRD#: 297486 / SEC#:

Louisiana

Registered Investment Advisory firm - (8/20/2018 Approved)

Montana

Registered Investment Advisory firm - (9/8/2022 Approved)

Texas

Registered Investment Advisory firm - (8/16/2018 Approved)

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Contact information

Main Address

700 Louisiana Street Suite 3950, Houston, TX 77002

Mailing Address

Phone number

(713) 962-6196

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	74
AUM (Assets Under Management)	$ 3,900,000

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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Firm Stability Insights

Jason B. Shrieve

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason B Shrieve's CRS (Customer Relationship Summary).

Certified licenses

Experience

RNS WEALTH MANAGEMENT, LLC

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/21/2012

SIE

Date: 8/17/2018

Series 7

Date: 5/1/2012

Current Firm

RNS WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RNS WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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