Jason Strough

STRONG RETIREMENT SOLUTIONS

BLOOMINGTON, IL 61701

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CRD#: 7269494

Professional summary

Jason Strough is a registered financial advisor currently at STRONG RETIREMENT SOLUTIONS located in Bloomington, Illinois.

Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Jason has worked at 3 firms and has passed the Series 65 exam.

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.

Insurance Agent - Start Date: 06/2020 - Non-investment Related - Insurance lines of business: Life, Disability, Health Insurances - Hours/per week during trading hours: 26 Owner of Forward Motion LLC, Farmer City, IL, an entity formed to hold the ownership of rental properties, 05/2022 to present, less than 5% of my time is spent on this activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jason Strough'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

May 9, 2025 - Present

STRONG RETIREMENT SOLUTIONS

Office #1: 315 East Front Street, Bloomington, IL 61701

RIA

CRD#: 335968

BLOOMINGTON, IL

Past

January 24, 2022 - July 16, 2025

NEPSIS, INC.

RIA

CRD#: 141203

Bloomington, IL

Past

December 10, 2020 - February 8, 2022

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

RIA

CRD#: 611

Bloomington, IL

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".

STRONG RETIREMENT SOLUTIONS

GROUNDED OAKS CAPITAL MANAGEMENT, INC. | STRONG RETIREMENT SOLUTIONS LLC | STRONG RETIREMENT SOLUTIONS

CRD#: 335968 / SEC#: 801-132696

RIA

Registered Investment Advisory firm - (5/1/2025 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

Illinois
(5/9/2025)

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: 12/10/2020

Uniform Investment Adviser Law Examination

Current Firm

STRONG RETIREMENT SOLUTIONS

GROUNDED OAKS CAPITAL MANAGEMENT, INC. | STRONG RETIREMENT SOLUTIONS LLC | STRONG RETIREMENT SOLUTIONS

CRD#: 335968 / SEC#: 801-132696

RIA

Registered Investment Advisory firm - (5/1/2025 Approved)

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Contact information

Main Address

Bremerton, WA

Mailing Address

2916 Nw Bucklin Hill Road Pmb 191, Silverdale, WA 98383

Phone number

(360) 566-2264

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SRS ADV 2A (8/29/2025)

Regulatory assets under management

Total Number of Accounts	795
AUM (Assets Under Management)	$ 155,785,000

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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Jason Strough

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

STRONG RETIREMENT SOLUTIONS

NEPSIS, INC.

MUTUAL OF OMAHA INVESTOR SERVICES, INC.

Primary Firm SEC Registration

STRONG RETIREMENT SOLUTIONS

State Registrations and Notice Filings

Exams

Series 65

Date: 12/10/2020

Current Firm

STRONG RETIREMENT SOLUTIONS

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

STRONG RETIREMENT SOLUTIONS

TRUST BUT VERIFY

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