Jason Dallmann, financial advisor Plano TX
71 score

Jason Dallmann

CRD Number: 4523789
Current Firm: Wealthstar Advisors, LLC

Jason Dallmann (CRD# 4523789) is an Investment Advisor Representative working at Wealthstar Advisors, LLC in Plano, TX and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthstar Advisors Plano, TX Jan 2013 - Current 3
Lpl Financial Plano, TX Sep 2012 - Current 4
Northwestern Mutual Investement Services, LLC Dallas, TX Mar 2011 - Dec 2012 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2011 - Dec 2012 1
Ameriprise Richardson, TX Apr 2002 - Jan 2012 9
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2002
Disclosure Information

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:
  • Financial Issue
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Jason A. Dallmann
Phone Number: 972-372-2935
Registered State(s):
  • LA
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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