Jason Wiseman (CRD# 5443969) is an Investment Advisor Representative working at Scf Investment Advisors, Inc. in Mesa, AZ and has over 16 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Scf Securities, Inc. | Fresno, CA | Dec 2021 - Current | 2 |
| Scf Investment Advisors, Inc. | Fresno, CA | Dec 2021 - Current | 2 |
| Revolt Healthcare Alliance | Frisco, TX | Jun 2020 - Current | 3 |
| Jax Pro Pest Control | Mesa, AZ | Apr 2018 - Current | 6 |
| Jlw And Assocaites, LLC | Mesa, AZ | Nov 2012 - Current | 11 |
| Rotary International | Mesa, AZ | Jul 2011 - Current | 12 |
| Bni | Scottsdale, AZ | Feb 2011 - Current | 13 |
| Wfg | Mesa, AZ | Aug 2007 - Current | 16 |
| Transamerica Financial Advisors, Inc. | Mesa, AZ | Jan 2012 - Dec 2021 | 9 |
| Mesa United Way | Mesa, AZ | Aug 2015 - Oct 2020 | 5 |
| Mesa Chamber Of Commerce | Mesa, AZ | Jan 2010 - Oct 2020 | 10 |
| Rental Property | Mesa, AZ | Jan 2005 - Mar 2018 | 13 |
| 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, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- AZ
- TX
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Total Assets Under Management2,554MILLIONS
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Total Number of Accounts11,146ACCOUNTS
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Average Account Value$229,155
- 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
- Pension consulting services
- 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, WY
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