Jason ChandlerCRD Number: 4244168
Current Firm: Retirement Wealth Advisors, LLC
Jason Chandler (CRD# 4244168) is an Investment Advisor Representative working at Retirement Wealth Advisors, LLC in Austin, MN and has over 20 years of experience in the finance industry.
Ameriprise Financial Services, LLC
Intellicents Investment Solutions Inc.
|Retirement Wealth Advisors, Inc.||Austin, MN||Jul 2020 - Current||< 1|
|Minnesota National Guard||Camp Ripley, MN||Mar 2014 - Current||6|
|Rochester Fire Department||Rochester, MN||Oct 2013 - Current||7|
|Summit Wealth Strategies||Austin, MN||Oct 2009 - Current||11|
|Regal Investment Advisors, LLC||Kentwood, MI||Mar 2017 - Jun 2020||3|
|Wealth Watch Advisors, LLC||Austin, MN||Jun 2015 - Mar 2017||1|
|Sawtooth Solutions LLC||Minneapolis, MN||Feb 2015 - May 2015||< 1|
|Sawtooth Asset Management, Inc.||Edina, MN||Jul 2009 - Feb 2015||5|
|Gold Cross||Rochester, MI||Apr 2012 - Jul 2014||2|
|Austin Fire Department||Austin, MN||Jan 2011 - Jan 2013||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Nov 2000|
|S65||NASAA Investment Advisors Law Examination||Dec 2007|
Total Assets Under Management2,005MILLIONS
Total Number of Accounts19,465ACCOUNTS
Average Account Value$103,020
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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