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JP

Jason M. Poschinger

4WEALTH ADVISORS
INDIANAPOLIS, IN
Some features on this profile are disabled
CRD#: 6450544
JP

Professional summary

Jason Michael Poschinger, who also goes by Jason Poschinger, is a registered financial advisor currently at 4WEALTH ADVISORS, INC. located in Indianapolis, Indiana.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Jason has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jason Poschinger

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) - RIA

Click below to view Jason Michael Poschinger's CRS (Customer Relationship Summary).
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

January 7, 2026 - Present

4WEALTH ADVISORS, INC.

RIA
CRD#: 129727
INDIANAPOLIS, IN
Past

August 7, 2023 - April 25, 2024

CETERA INVESTMENT ADVISERS LLC

RIA
CRD#: 105644
INDIANAPOLIS, IN
Past

August 7, 2023 - April 25, 2024

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
INDIANAPOLIS, IN
Past

November 8, 2021 - August 14, 2023

PRUCO SECURITIES, LLC.

RIA
CRD#: 5685
Indianapolis, IN
Past

November 8, 2021 - August 14, 2023

PRUCO SECURITIES, LLC.

BD
CRD#: 5685
Indianapolis, IN
Past

October 26, 2017 - November 17, 2021

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
INDIANAPOLIS, IN
Past

October 26, 2017 - November 17, 2021

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
INDIANAPOLIS, IN
Past

May 10, 2016 - September 22, 2017

CETERA ADVISORS LLC

RIA
CRD#: 10299
CARMEL, IN
Past

April 7, 2016 - September 22, 2017

CETERA ADVISORS LLC

BD
CRD#: 10299
CARMEL, IN
Past

July 7, 2015 - October 16, 2015

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
INDIANAPOLIS, IN

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".
4A
4WEALTH ADVISORS, INC.
4WEALTH ADVISORS, INC. | RECCHIA PENSION ADVISORY | CAMBRIDGE WEALTH MANAGEMENT, INC.

CRD#: 129727 / SEC#: 801-113392

RIA
Registered Investment Advisory firm - (6/11/2018 Approved)
Florida
Registered Investment Advisory firm - (9/18/2018 Terminated)
Illinois
Registered Investment Advisory firm - (6/11/2018 Terminated)
Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)
Louisiana
Registered Investment Advisory firm - (9/18/2018 Terminated)
Texas
Registered Investment Advisory firm - (9/18/2018 Terminated)

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
Indiana
(1/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/5/2016
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/10/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/7/2015
General Securities Representative Examination

Current Firm

4A
4WEALTH ADVISORS, INC.
4WEALTH ADVISORS, INC. | RECCHIA PENSION ADVISORY | CAMBRIDGE WEALTH MANAGEMENT, INC.

CRD#: 129727 / SEC#: 801-113392

RIA
Registered Investment Advisory firm - (6/11/2018 Approved)
Florida
Registered Investment Advisory firm - (9/18/2018 Terminated)
Illinois
Registered Investment Advisory firm - (6/11/2018 Terminated)
Indiana
Registered Investment Advisory firm - (9/19/2018 Terminated)
Louisiana
Registered Investment Advisory firm - (9/18/2018 Terminated)
Texas
Registered Investment Advisory firm - (9/18/2018 Terminated)
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Contact information

Main Address
745 Mcclintock Drive Suite 150, Burr Ridge, IL 60527-6490
Mailing Address
Phone number
(708) 695-5300
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

4WEALTH ADVISORS, INC. DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management

Total Number of Accounts1,306
AUM (Assets Under Management)$ 246,912,650

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

4WEALTH ADVISORS, INC.

CRD#: 129727Indianapolis, IN

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