Jason SchwiederCRD 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.
Ameriprise Financial Services, LLC
Ubs Financial Services Inc.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|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|
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
Total Assets Under Management1,210MILLIONS
Total Number of Accounts6,579ACCOUNTS
Average Account Value$183,888
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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
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