JE
Jason C. Eger
WEALTH MANAGEMENT
Fort Collins, CO 80525
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CRD#: 6134620
JE
Professional summary
Jason Craig Eger, who also goes by Jason Craig Eger Mr., is a registered financial advisor currently at WEALTH MANAGEMENT located in Fort Collins, Colorado.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. 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
Jason Craig Eger Mr.
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.
1)EGER CPA PC/INV REL - NO/2625 REDWING RD, SUITE 310, FORT COLLINS, CO, CPA FIRM THAT PREPARES TAX RETURNS & PROVIDES BUSINESS AND INDIVIDUAL ADVICE, OWNER, CPA, START 12.2009, 170 HRS/MO, ALL TRADING HRS
2)OWNER OF RENTAL PROPERTY, COLORADO SPRINGS, CO, OWNER/SOLE PROPRIETOR, NOT INV-REL, START 12/2001, 1 HR/MO, 0 HRS
3)INSURANCE SALES, 2625 REDWING RD STE 310, FORT COLLINS, CO, SOLE PROPRIETOR/INS AGENT, INV-REL, START 8/2014, 2 HRS/MO, 2 HRS/MO...........
real estate ownership at JDKR, LLC 2625 Redwing Road Ste 310 Fort Collins, CO,
start 7/2016 approx 5 hrs mo and 0 trading hrs..........
4. US Liberty Arms, LLC - not investment related - 925 E. Harmony Rd Ste 200 Fort Collins, CO 80525 - retail store - 5 hours monthly - 2017 to current.
5. Ace Hardware of Johnstown, LLC - not investment related - 9 s. Parish Abe Johnstown, CO 80534 - LLC - passive owner - Approx 1 hour monthly/0 hours during security trading hours - investor in company.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Craig Eger'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
January 14, 2019 - Present
WEALTH MANAGEMENT
Office #1: 2726 Illinois Dr Suite 201, Fort Collins, CO 80525RIA
CRD#: 137080
Fort Collins, CO
Past
May 13, 2016 - February 5, 2018
SIGNATOR INVESTORS, INC.
RIA
CRD#: 468
FORT COLLINS, CO
Past
May 13, 2016 - February 5, 2018
SIGNATOR INVESTORS, INC.
BD
CRD#: 468
FORT COLLINS, CO
Past
May 15, 2013 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
FORT COLLINS, CO
Past
December 7, 2012 - May 13, 2016
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
FORT COLLINS, CO
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".
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
Registered Investment Advisory firm - (2/17/2006 Approved)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
Colorado(1/14/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
WEALTH MANAGEMENT
WEALTH FIRM | WEALTH MANAGEMENT NEBRASKA LLC | WEALTH MANAGEMENT LLC | WEALTH MANAGEMENT
CRD#: 137080 / SEC#: 801-65977
RIA
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Contact information
Main Address
125 South 4th Street, Norfolk, NE 68701
Mailing Address
Po Box 1264, Norfolk, NE 68702-1264
Phone number
(402) 371-1160
Established
Firm type
Fiscal year end
# of Employees
60
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,617 |
| AUM (Assets Under Management) | $ 3,100,744,962 |
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.
