JL
Jason A. Lenagh
TLG ADVISORS
Omaha, NE 68154
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CRD#: 6374587
JL
Professional summary
Jason Anthony Lenagh is a registered financial advisor currently at TLG ADVISORS, INC. located in Omaha, Nebraska.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Jason has worked at 5 firms and has passed the Series 66, SIE and Series 7 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.
1.) DEBT COUNSELING - 6/1/2021 - 11735 Howard Road, Omaha, NE 68154 - Coach - Helping Clients pay debt down - Not Invt Rel, Debt Counseling, 15 hrs/mo; 15 hrs/mo (during trading hours). 2.) TLG ADVISORS INC - 7/20/21 - 26 W Dry Creek Circle, Suite 800, Littleton, CO 80120 - IAR Rep, Invt Rel, IAR Business, 10 hrs/mo; 10 hrs/mo (during trading hours). 3.) ENLIGHTENED FINANCIAL PLANNING - 10/5/2021 - 11235 Davenport Street, Suite 105, Omaha, NE 68154 - Financial Planner - DBA for business through The Leaders Group and TLGA, Inv't Rel, 120 hrs/mo; 120 hrs/mo (during trading hours). 4.) FIRE MY MORTGAGE - 1/25/22 - Zoom - Referral to James Murphy to assist, educate clients on efficient ways to pay down debts like mortgages or student loans, Debt counseling, not inv't rel, 10 hrs/mo; 10 hrs/mo (during trading hours) 5.) MEDISHARE - 2/7/2022 - Agent - non-profit, Christian-based medical expense-sharing program, Not Inv't Rel, 5 hrs/mo; 5 hrs/mo (during trading hours) 6.) THE BENJAMIN NOAH LENAGH SCHOLARSHIP FUND - 11/8/2022 - 11235 Davenport Street, Suite 105, Omaha, NE 68154 - Agent, help to run scholarship fund, Invt Rel, 5 hrs/mo; 5 hrs/mo (during trading hours).
CRS (Client Relationship Summary) - RIA
Click below to view Jason Anthony Lenagh'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
July 20, 2021 - Present
TLG ADVISORS, INC.
Office #1: 11235 Davenport Street. Suite 105, Omaha, NE 68154RIA
CRD#: 111052
Omaha, NE
Past
July 20, 2021 - October 9, 2023
THE LEADERS GROUP, INC.
BD
CRD#: 37157
SUMMIT, NJ
Past
January 27, 2021 - July 22, 2021
CETERA WEALTH SERVICES, LLC
RIA
CRD#: 13572
OMAHA, NE
Past
January 27, 2021 - July 22, 2021
CETERA WEALTH SERVICES, LLC
BD
CRD#: 13572
OMAHA, NE
Past
October 27, 2014 - January 20, 2021
TD AMERITRADE, INC.
RIA
CRD#: 7870
OMAHA, NE
Past
October 27, 2014 - January 20, 2021
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 111514
Omaha, NE
Past
August 25, 2014 - January 20, 2021
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
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".
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
Registered Investment Advisory firm - (8/6/2001 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
Nebraska(7/20/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
TA
TLG ADVISORS, INC.
ABUNDANT WEALTH MANAGEMENT | XCEPTION ADVISORY GROUP | WILLIAM STAPLES INS & FINANCIAL SVCS INC | WEALTH STRATEGIES GROUP | WEALTH ADVANTAGE GROUP | TLG ADVISORS, INC. | THE WADSWORTH GROUP | STRATEGIC PLANNING GROUP PLLC | STARLIGHT PORTFOLIOS | SENIOR FINANCIAL PLANNING LLC | RIVERTREE FINANCIAL PLANNING LLC | RESOURCE INSURANCE & FINANCIAL GROUP | RAABE & ASSOCIATES | PASSERELLE ADVISORS | PACIFIC PEAK ADVISORS | PACIFIC CAPITAL STRATEGIES, INC. | MILESTONE FINANCIAL SOLUTIONS | MACK FINANCIAL GROUP, INC | INSLEY INVESTMENT GROUP LLC | INSLEY INVESTMENT GROUP | HN WEALTH MANAGEMENT | HANSON WEALTH MANAGEMENT | GIDEON STRATEGIC PARTNERS, | GERRARD ADVISORS LLC | GARLIKOV ADVISORS INC | CLARITY FINANCIAL | CANTILEVER WEALTH MANAGEMENT LLC | ASSET MANAGEMENT GROUP
CRD#: 111052 / SEC#: 801-60458
RIA
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Contact information
Main Address
475 Springfield Ave, Summit, NJ 07901
Mailing Address
Phone number
(888) 371-0013
Established
Firm type
Fiscal year end
# of Employees
280
SEC notice filing (49 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 6,331 |
| AUM (Assets Under Management) | $ 1,948,103,893 |
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
TLG ADVISORS, INC.
CRD#: 111052Omaha, NE 68154TRUST BUT VERIFY
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