Jason Robert Craig
Professional Summary
Jason Robert Craig, who also goes by Jason Craig, is a registered financial advisor currently at LASTING MARK RETIREMENT GROUP LLC located in Madison, Wisconsin. Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jason has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Jason Robert Craig, Jason Craig
Similar Advisors
LPL ENTERPRISE, LLC
RIVERBRIDGE
MONEY CONCEPTS CAPITAL CORP
INVESTING FOREVER ADVISORY
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
LPL ENTERPRISE, LLC
RIVERBRIDGE
MONEY CONCEPTS CAPITAL CORP
INVESTING FOREVER ADVISORY
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
LPL ENTERPRISE, LLC
RIVERBRIDGE
MONEY CONCEPTS CAPITAL CORP
INVESTING FOREVER ADVISORY
Disclosures on record.
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.
Similar Advisors
LPL ENTERPRISE, LLC
RIVERBRIDGE
MONEY CONCEPTS CAPITAL CORP
INVESTING FOREVER ADVISORY
Years of Experience
2 years registered in the securities industry
Current & Past Employments
Current
Similar Advisors
LPL ENTERPRISE, LLC
RIVERBRIDGE
MONEY CONCEPTS CAPITAL CORP
INVESTING FOREVER ADVISORY
Current Firm
IMPACT LEGACY RETIREMENT GROUP RIA, LLC | LASTING MARK RETIREMENT GROUP LLC | IMPACT LEGACY RETIREMENT GROUP, LLC
Contact Information
Main Address
3253 E. Chestnut Expressway Suite 320, Springfield, MO 65802Phone Number
(844) 822-1370# of Employees
10Documents
Regulatory Assets Under Management
Total Number of Accounts
821AUM (Assets Under Management)
$109,102,307Similar Advisors
LPL ENTERPRISE, LLC
RIVERBRIDGE
MONEY CONCEPTS CAPITAL CORP
INVESTING FOREVER ADVISORY
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
LPL ENTERPRISE, LLC
RIVERBRIDGE
MONEY CONCEPTS CAPITAL CORP
INVESTING FOREVER ADVISORY
State Registrations and Notice Filings
(4/2/2025)
(10/27/2026)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Similar Advisors
LPL ENTERPRISE, LLC
RIVERBRIDGE
MONEY CONCEPTS CAPITAL CORP
INVESTING FOREVER ADVISORY
CRS (Client Relationship Summary) - RIA
Click below to view Jason Robert Craig's CRS (Customer Relationship Summary).
Similar Advisors
LPL ENTERPRISE, LLC
RIVERBRIDGE
MONEY CONCEPTS CAPITAL CORP
INVESTING FOREVER ADVISORY