Jason T. Friedline

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CRD#: 6158420

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 Thomas Friedline, who also goes by Jason Thomas Friedline, was a registered financial professional .

Jason is a previously registered financial professional and started their career in finance in 2014. Jason had worked at 5 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Jason Thomas Friedline

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. Economics professor with University of Arizona Global Campus; Located at San Diego, California; As of 2006; 0% time spent during business hours; Not conducted at branch location; Not investment related.

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®

None

Experience

Past

January 3, 2024 - September 18, 2024

MID-AMERICAN WEALTH ADVISORY GROUP

RIA

CRD#: 301621

KANSAS CITY, MO

Past

June 17, 2020 - November 28, 2023

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

Lee's Summit, MO

Past

June 17, 2020 - November 28, 2023

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

Lee's Summit, MO

Past

September 10, 2015 - June 18, 2020

USA FINANCIAL SECURITIES LLC

RIA

CRD#: 103857

Lee's Summit, MO

Past

September 10, 2015 - June 18, 2020

USA FINANCIAL SECURITIES LLC

CRD#: 103857

Lee's Summit, MO

Past

May 14, 2014 - September 11, 2015

TRIUMPH WEALTH ADVISORS, INC.

RIA

CRD#: 153175

LEES SUMMIT, MO

Past

February 8, 2014 - September 11, 2015

TAYLOR CAPITAL MANAGEMENT INC.

CRD#: 43559

LEES SUMMIT, MO

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".

MID-AMERICAN WEALTH ADVISORY GROUP

MID AMERICAN WEALTH ADVISORY SERVICES | MID-AMERICAN WEALTH ADVISORY GROUP INC. | MID-AMERICAN WEALTH ADVISORY GROUP | MID AMERICAN WEALTH ADVISORY SERVICES LLC

CRD#: 301621 / SEC#: 801-121111

RIA

Registered Investment Advisory firm - (4/30/2021 Approved)

Kansas

Registered Investment Advisory firm - (7/12/2022 Terminated)

Missouri

Registered Investment Advisory firm - (7/12/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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 65

Date: 4/17/2014

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/24/2014

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/8/2014

General Securities Representative Examination

Current Firm

MID-AMERICAN WEALTH ADVISORY GROUP

MID AMERICAN WEALTH ADVISORY SERVICES | MID-AMERICAN WEALTH ADVISORY GROUP INC. | MID-AMERICAN WEALTH ADVISORY GROUP | MID AMERICAN WEALTH ADVISORY SERVICES LLC

CRD#: 301621 / SEC#: 801-121111

RIA

Registered Investment Advisory firm - (4/30/2021 Approved)

Kansas

Registered Investment Advisory firm - (7/12/2022 Terminated)

Missouri

Registered Investment Advisory firm - (7/12/2022 Terminated)

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Contact information

Main Address

7505 Nw Tiffany Springs Parkway 4th Floor, Kansas City, MO 64153

Mailing Address

Phone number

(816) 640-5888

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (1/14/2025)

Regulatory assets under management

Total Number of Accounts	2,079
AUM (Assets Under Management)	$ 283,258,030

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 T. Friedline

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

USA FINANCIAL SECURITIES LLC

USA FINANCIAL SECURITIES LLC

TRIUMPH WEALTH ADVISORS, INC.

TAYLOR CAPITAL MANAGEMENT INC.

Primary Firm SEC Registration

MID-AMERICAN WEALTH ADVISORY GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 4/17/2014

Series 63

Date: 2/24/2014

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 2/8/2014

Current Firm

MID-AMERICAN WEALTH ADVISORY GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MID-AMERICAN WEALTH ADVISORY GROUP

TRUST BUT VERIFY

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