Jason Schlepphorst, financial advisor Altoona IA
93 score

Jason Schlepphorst

CRD Number: 4592505
Current Firm: Lincoln Financial Securities Corporation

Jason Schlepphorst (CRD# 4592505) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Altoona, IA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Securities Clive, IA Jun 2016 - Current < 1
Peterson Financial Group, Inc. West Des Moines, IA Jan 2016 - Apr 2016 < 1
Principal Life Ins Co West Des Moines, IA Jun 2013 - Jan 2016 2
Princor Financial Services Corp West Des Moines, IA Jun 2013 - Jan 2016 2
Metlife Securities Inc. West Des Moines, IA Jan 2012 - Jun 2013 1
Unemployed Urbandale, IA Aug 2011 - Jan 2012 < 1
Mmc Securities Corp Urbandale, IA Oct 2008 - Aug 2011 2
Marsh Urbandale, IA Oct 2008 - Aug 2011 2
Palmer Group Des Moines, IA May 2008 - Oct 2008 < 1
Unemployed Des Moines, IA May 2007 - May 2008 1
Amerus Life/aviva Usa Des Moines, IA Aug 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2009
S65 NASAA Investment Advisors Law Examination Dec 2012
S66 NASAA Uniform Combined State Law Examination Nov 2002
Contact Info for Jason C. Schlepphorst
Phone Number: 800-258-3648
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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