Jason Lunsford, financial advisor Springfield MO

Jason Lunsford

CRD Number: 4240896
Current Firm: Forvis Wealth Advisors, LLC

Jason Lunsford (CRD# 4240896) is an Investment Advisor Representative working at Forvis Wealth Advisors, LLC in Springfield, MO and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Forvis Wealth Advisors LLC Charleston, WV Jun 2022 - Current 1
Dixon Hughes Wealth Advisors LLC Asheville, NC Mar 2010 - May 2022 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2000
Contact Info for Jason A. Lunsford
Phone Number: 417.831.7283
Registered State(s):
  • VA
  • WV
By the Numbers
  • Total Assets Under Management
    7,888
    MILLIONS
  • Total Number of Accounts
    12,298
    ACCOUNTS
  • Average Account Value
    $641,415
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AL, AR, AZ, CA, CO, DC, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY

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