Jason Meksch (CRD# 6717649) is an Investment Advisor Representative working at Allstate Financial Advisors, LLC in Fort Collins, CO and has over 7 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 |
|---|---|---|---|
| Jh Meksch Financial Servcies, Inc. | Wellington, CO | Feb 2020 - Current | 4 |
| Allstate Insurance Company | Wellington, CO | Feb 2020 - Current | 4 |
| Emunah Homes, LLC | Wellington, CO | Jun 2019 - Current | 4 |
| Farm Bureau Financial Serv | Cheyenne, WY | Feb 2017 - Jan 2020 | 2 |
| Fbl Marketing Serv | West Des Moines, IA | Feb 2017 - Jan 2020 | 2 |
| Charter Communications | 6501 S. Fiddlers Green, CO | Oct 2010 - Jan 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2016 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- CO
-
Total Assets Under Management62MILLIONS
-
Total Number of Accounts189ACCOUNTS
-
Average Account Value$328,756
- Other
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, 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, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY
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 derived from SEC.gov data covering 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.
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.