Jason Eger (CRD# 6134620) is an Investment Advisor Representative working at Wealth Management in Fort Collins, CO and has over 10 years of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Management LLC | Norfolk, NE | Jan 2019 - Current | 5 |
| Eger Cpa Pc | Fort Collins, CO | Dec 2009 - Current | 14 |
| Signator Investors, Inc. | Fort Collins, CO | May 2016 - Feb 2018 | 1 |
| Transamerica Financial Advisors, Inc. | Fort Collins, CO | Oct 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2013 |
- CO
-
Total Assets Under Management2,783MILLIONS
-
Total Number of Accounts3,482ACCOUNTS
-
Average Account Value$799,201
- 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
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, FL, GA, IA, ID, IL, KS, KY, MI, MN, MO, MT, NC, NE, NH, NJ, NV, NY, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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