Jason Solomon (CRD# 6665127) is an Investment Advisor Representative working at Dean Capital Management in Overland Park, KS and has over 6 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 |
---|---|---|---|
Dean Capital Managment, LLC | Overland Park, KS | Jul 2019 - Current | 4 |
Stephens Inc. | Dallas, TX | Jun 2017 - Jul 2019 | 2 |
University Of Alabama | Tuscaloosa, AL | Jan 2017 - May 2017 | < 1 |
Full Time Education | Tuscaloosa, AL | Aug 2013 - May 2017 | 3 |
Unemployed | Tuscaloosa, AL | Aug 2016 - Jan 2017 | < 1 |
Bank Of America Merrill Lynch | New York, NY | Jun 2016 - Aug 2016 | < 1 |
Vulcan Value Partners | Birmingham, AL | May 2015 - Aug 2015 | < 1 |
Unemployed | Tuscaloosa, AL | Sep 2014 - May 2015 | < 1 |
Solomon Landscaping | Frisco, TX | May 2006 - Aug 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Aug 2017 |
S66 | NASAA Uniform Combined State Law Examination | Sep 2019 |
- CO
- KS
-
Total Assets Under Management1,057MILLIONS
-
Total Number of Accounts547ACCOUNTS
-
Average Account Value$1,931,618
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CO, KS, MO, OH
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.