Jason DownsCRD Number: 6381762
Current Firm: Cliftonlarsonallen Wealth Advisors, LLC
Jason Downs (CRD# 6381762) is an Investment Advisor Representative working at Cliftonlarsonallen Wealth Advisors, LLC in Terre Haute, IN and has over 3 years of experience in the finance industry. Jason Downs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Northwestern Mutual Investment Services,llc
Lpl Financial LLC
Creative Financial Designs, Inc.
|Cliftonlarsonallen Wealth Advisors, LLC||Terre Haute, IN||Aug 2014 - Current||3|
|Complete Services Of The Wabash Valley, LLC||Terre Haute, IN||May 2014 - Aug 2014||< 1|
|Indiana State University||Terre Haute, IN||Aug 2012 - May 2014||1|
|Complete Services Of The Wabash Valley, LLC||Terre Haute, IN||Jan 2012 - Aug 2012||< 1|
|United Cerebral Palsy Of The Wabash Valley||Terre Haute, IN||Aug 2011 - Dec 2011||< 1|
|Complete Services Of The Wabash Valley, LLC||Terre Haute, IN||Aug 2009 - Aug 2011||2|
|Ruby Tuesday's Restaurant||Terre Haute, IN||Nov 2007 - Aug 2009||1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Oct 2014|
Total Assets Under Management2,881MILLIONS
Total Number of Accounts7,860ACCOUNTS
Average Account Value$366,570
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, DC, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI
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