Jason WisemanCRD Number: 5443969
Current Firm: Transamerica Financial Advisors, Inc.
Jason Wiseman (CRD# 5443969) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Mesa, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Mesa United Way||Mesa, AZ||Aug 2015 - Current||2|
|Jlw And Assocaites, LLC||Mesa, AZ||Nov 2012 - Current||5|
|Transamerica Financial Advisors, Inc.||Mesa, AZ||Jan 2012 - Current||6|
|Rotary International||Mesa, AZ||Jul 2011 - Current||6|
|Bni||Scottsdale, AZ||Feb 2011 - Current||6|
|Mesa Chamber Of Commerce||Mesa, AZ||Jul 2010 - Current||7|
|Mesa Chamber Of Commerce||Mesa, AZ||Jan 2010 - Current||8|
|Wfg||Mesa, AZ||Aug 2007 - Current||10|
|Rental Property||Mesa, AZ||Jan 2005 - Current||13|
|Pbi Services||Mesa, AZ||Jan 2010 - Apr 2014||4|
|Aflac||Columbus, GA||Dec 2011 - Apr 2013||1|
|Transamerica Financial Advisors, Inc.||Mesa, AZ||Jan 2012 - Jan 2012||< 1|
|Investment Advisors International||Mesa, AZ||Feb 2009 - Jan 2012||2|
|Wgs||Mesa, AZ||Nov 2007 - Jan 2012||4|
|Home Run Financial||Mesa, AZ||Jul 2008 - Apr 2011||2|
|T.e.a.m.||Mesa, AZ||Feb 2008 - Dec 2009||1|
|Send Out Cards||Mesa, AZ||Dec 2007 - Dec 2009||2|
|Freescale Semiconductor||Tempe, AZ||Apr 2000 - Nov 2008||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2008|
|S65||NASAA Investment Advisors Law Examination||Jul 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- 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
- 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, 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
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