Jason PriebeCRD Number: 6265121
Current Firm: Waddell & Reed
Jason Priebe (CRD# 6265121) is an Investment Advisor Representative working at Waddell & Reed in Maple Grove, MN and has over 2 years of experience in the finance industry. Jason Priebe has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Phillip James Financial Company
Allodium Investment Consultants, LLC
Epiq Partners, LLC
|The Priebe Wealth Management Group (dba)||Maple Grove, MN||Jun 2016 - Current||< 1|
|Priebe Law Pllc||Maple Grove, MN||Dec 2015 - Current||< 1|
|The Priebe Group LLC||Rogers, MN||Apr 2015 - Current||1|
|Towne Lakes Community Association||Rogers, MN||Nov 2014 - Current||1|
|Towne Lake Traditional Homes Homeowners Association||Rogers, MN||Nov 2014 - Current||1|
|Various Insurance Carriers For W&r Insurance Agencies||Albertville, MN||Feb 2014 - Current||2|
|Waddell & Reed, Inc.||Maple Grove, MN||Nov 2013 - Current||2|
|Rodney Priebe||Plymouth, MN||Oct 2013 - Mar 2014||< 1|
|See's Candies Inc.||San Francisco, CA||Nov 2005 - Dec 2013||8|
|Unemployed||Rogers, MN||Jan 2013 - Oct 2013||< 1|
|Thompson Hall Sanit Cerny & Dooley||Minneapolis, MN||Aug 2012 - Dec 2012||< 1|
|Unemployed||Rogers, MN||Sep 2011 - Jul 2012||< 1|
|Rodney Priebe||Plymouth, MN||Jul 2011 - Sep 2011||< 1|
|Unemployed||Rogers, MN||Mar 2010 - Jun 2011||1|
|Cabela's Retailer||East Grand Forks, MN||Sep 2009 - Feb 2010||< 1|
|White House Office Of Presidential Correspondence||Washington, DC||Jun 2009 - Aug 2009||< 1|
|Unemployed||Rogers, MN||Feb 2009 - May 2009||< 1|
|Cabela's Retailer||East Grand Forks, MN||Sep 2008 - Jan 2009||< 1|
|Countryside Mowing||Rogers, MN||Apr 2006 - Oct 2008||2|
|Golden Acres Golf Course, Inc.||Rogers, MN||Jun 2003 - Sep 2006||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2014|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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