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||9|
|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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV