Jason Schwieder, financial advisor Port Bryon IL

Jason Schwieder

CRD Number: 3042959
Current Firm: Ipi Wealth Management, Inc.

Jason Schwieder (CRD# 3042959) is an Investment Advisor Representative working at Ipi Wealth Management, Inc. in Port Bryon, IL and has over 23 years of experience in the finance industry.

Similar Advisors
Joseph Adam, financial advisor Port Bryon IL
Joseph P. Adam
CRD# 5419183
Ameriprise Financial Services, LLC
Similar Advisors
Bryan Adamson, financial advisor Port Bryon IL
Bryan C. Adamson
CRD# 4397919
Ubs Financial Services Inc.
Similar Advisors
Julie Adkins, financial advisor Port Bryon IL
Julie E. Adkins
CRD# 2565397
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Schwieder Insurance Solutions Moline, IL Jun 2011 - Current 10
Lifemark Securities Corp. Rochester, NY Nov 2018 - Nov 2018 < 1
Foresters Equity Services Moline, IL Oct 2011 - Oct 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
S66 NASAA Uniform Combined State Law Examination Dec 2007
S65 NASAA Investment Advisors Law Examination Apr 2019
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.

Get Details on the FINRA Advisor Check site
Contact Info for Jason B. Schwieder
Phone Number: 217-425-6340
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    1,210
    MILLIONS
  • Total Number of Accounts
    6,579
    ACCOUNTS
  • Average Account Value
    $183,888
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.