Jason Webster (CRD# 5644879) is an Investment Advisor Representative working at Webster Wealth Management in Kansas City, MO and has over 14 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vigilant Group Services, LLC | Omaha, NE | Nov 2019 - Current | 4 |
| Heartland Financial Group | Blue Springs, MO | Jan 2019 - Current | 5 |
| Webster Wealth Management | Omaha, NE | Apr 2014 - Current | 10 |
| Mutual Of Omaha | Omaha, NE | Feb 2013 - Dec 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2009 |
- MO
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts19ACCOUNTS
-
Average Account Value$156,588
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
MO
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