Jason Bohannon, financial advisor Hiawatha IA
90 score

Jason Bohannon

CRD Number: 5930787
Current Firm: Primerica Advisors

Jason Bohannon (CRD# 5930787) is an Investment Advisor Representative working at Primerica Advisors in Hiawatha, IA and has over 5 years of experience in the finance industry.

Similar Advisors
Nathan Fisher, financial advisor Hiawatha IA
Nathan W. Fisher
CRD# 4456780
Raymond James Financial Services Advisors, Inc.
Score
100
Similar Advisors
Brian Stein, financial advisor Hiawatha IA
Brian G. Stein
CRD# 4117327
Morgan Stanley
Score
100
Similar Advisors
Gerald Ask, financial advisor Hiawatha IA
Gerald K. Ask
CRD# 1195468
Raymond James Financial Services Advisors, Inc.
Score
96
Company Name Location Dates Years
Pfs Investments Inc. Hiawatha, IA Jun 2011 - Current 5
Primerica Financial Services Hiawatha, IA Jan 2010 - Current 6
Usc Heidelberg Heidelberg, IA Feb 2011 - Apr 2011 < 1
Iowa Energy Des Moines, IA Nov 2010 - Feb 2011 < 1
University Of Wisconsin Madison, WI Jun 2006 - May 2010 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2011
S65 NASAA Investment Advisors Law Examination Jul 2011
Contact Info for Jason G. Bohannon
Phone Number: 800-544-5445
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Jason Bohannon and other advisors.
BADGES
90
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.