Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Jason Clevenger, financial advisor Des Moines IA
93 score

Jason Clevenger

CRD Number: 4474269
Current Firm: Btc Capital Management

Jason Clevenger (CRD# 4474269) is an Investment Advisor Representative working at Btc Capital Management in Des Moines, IA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Btc Capital Management Des Moines, IA Jan 2011 - Current 5
Bankers Trust Des Moines, IA Sep 2003 - Jan 2011 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Apr 2004
Contact Info for Jason K. Clevenger
Phone Number: 515-245-2416
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States


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

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