Jason Witcher (CRD# 5825757) is an Investment Advisor Representative working at Wmg Financial Advisors, LLC in Brandon, MS and has over 13 years of experience in the finance industry.
CRD# 4521298
Bergland Wealth Management, Inc.
CRD# 1649163
Primerica Advisors
CRD# 1669173
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| (dba) Wmg Financial Advisors, LLC | Knoxville, TN | Mar 2018 - Current | 6 |
| Concourse Financial Group Securities Inc (fka Proequities Inc) | Brandon, MS | May 2015 - Current | 8 |
| Witcher Cpa Pllc | Brandon, MS | May 2009 - Current | 14 |
| Brandon Police Department | Brandon, MS | Aug 2011 - Feb 2023 | 11 |
| Strategic Wealth Management Group, LLC | Flowood, MS | Jun 2015 - Mar 2018 | 2 |
| Hd Vest Investment Services | Brandon, MS | May 2012 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2012 |
- MS
-
Total Assets Under Management523MILLIONS
-
Total Number of Accounts1,443ACCOUNTS
-
Average Account Value$362,520
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, FL, GA, KY, LA, MS, NC, TN, TX
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