Jason Dumont (CRD# 2493241) is an Investment Advisor Representative working at Wealth Advisors Group, LLC in Coralville, IA and has over 29 years of experience in the finance industry.
CRD# 5362122
Cedar Point Capital Partners, LLC
CRD# 4525922
Lpl Financial LLC
CRD# 4187389
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ghs Development | North Liberty, IA | Jul 2021 - Current | 2 |
| Shg Builders | North Liberty, IA | Jul 2021 - Current | 2 |
| Wolf Creek Pork, LLC | North Liberty, IA | Nov 2019 - Current | 4 |
| Wolf Creek Acres, LLC | North Liberty, IA | Sep 2019 - Current | 4 |
| Bdkg Properties | North Liberty, IA | Nov 2018 - Current | 5 |
| Private Client Services | Louisville, KY | Jan 2018 - Current | 6 |
| Wealth Advisors Group, LLC | Coralville, IA | Jan 2018 - Current | 6 |
| Jdsd Farms | North Liberty, IA | Feb 2017 - Current | 7 |
| Dumont Investments | North Liberty, IA | Apr 2014 - Current | 10 |
| Kmg Holdings | North Liberty, IA | Aug 2011 - Current | 12 |
| Jdsd Rentals | North Liberty, IA | Oct 2010 - Current | 13 |
| The Boulders | North Liberty, IA | May 2009 - Current | 15 |
| Jason Dumont, Sole Proprietor | Coralville, IA | Jul 1993 - Current | 30 |
| Shelby Builders | North Liberty, IA | Oct 2003 - Oct 2021 | 18 |
| Jd&d Farms | North Liberty, IA | Apr 2004 - Aug 2019 | 15 |
| Golfview Investors | North Liberty, IA | May 2008 - Jun 2019 | 11 |
| Sii Investments, Inc. | Iowa City, IA | Jan 2004 - Jan 2018 | 14 |
| Sii Investments, Inc. | Iowa City, IA | Aug 2002 - Jan 2018 | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- IA
- TX
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Total Assets Under Management179MILLIONS
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Total Number of Accounts713ACCOUNTS
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Average Account Value$250,419
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CO, IA, LA, NE, TX
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