Jason SiedleCRD Number: 5371425
Current Firm: Wedgewood Partners, Inc.
Jason Siedle (CRD# 5371425) is an Investment Advisor Representative working at Wedgewood Partners, Inc. in Saint Louis, MO and has over 9 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Wedgewoodpartners, Inc.||St. Louis, MO||May 2007 - Current||10|
|Siu-edwardsville||Edwardsville, IL||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2007|
|S65||NASAA Investment Advisors Law Examination||Feb 2009|
Total Assets Under Management6,311MILLIONS
Total Number of Accounts5,495ACCOUNTS
Average Account Value$1,148,464
- 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