Jason Downs, financial advisor Terre Haute IN
93 score

Jason Downs

CRD 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.

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Professional Designations
Company Name Location Dates Years
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
Contact Info for Jason O. Downs
Phone Number: 612-376-4777
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    2,881
    MILLIONS
  • Total Number of Accounts
    7,860
    ACCOUNTS
  • Average Account Value
    $366,570
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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