JS
Jason T. Schnellenberger
JWEST 6
Carmel, IN 46033
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CRD#: 7804374
JS
Professional summary
Jason Thomas Schnellenberger is a registered financial advisor currently at JWEST 6, LLC located in Carmel, Indiana.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jason has worked at 1 firm 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.
I am the sole proprieteor of a law practice that provides individuals and businesses legal assistance with leases, the purchase of real estate, business formation, and business purchases. I spend five to 10 hours per month on average for this work.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Thomas Schnellenberger'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
September 8, 2023 - Present
JWEST 6, LLC
Office #1: 501 Congressional Blvd., Carmel, IN 46033RIA
CRD#: 328328
Carmel, IN
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(9/8/2023)
Current Firm
J6
JWEST 6, LLC
JWEST 6, LLC
CRD#: 328328 / SEC#:
Indiana
Registered Investment Advisory firm - (9/8/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
501 Congressional Blvd., Carmel, IN 46032-5612
Mailing Address
Phone number
(317) 697-7005
Established
Firm type
Fiscal year end
# of Employees
2
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.
