Jason Downs, financial advisor Terre Haute IN
88 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 2 years of experience in the finance industry.

Similar Advisors
Michael Collins, financial advisor Terre Haute IN
Michael W. Collins
CRD# 3146077
Northwestern Mutual Investment Services,llc
Score
96
Similar Advisors
Robert Davidson, financial advisor Terre Haute IN
Robert W. Davidson
CRD# 1895560
Lpl Financial LLC
Score
96
Similar Advisors
Gene Griffin, financial advisor Terre Haute IN
Gene E. Griffin
CRD# 1637650
Creative Financial Designs, Inc.
Score
96
Company Name Location Dates Years
Cliftonlarsonallen Wealth Advisors, LLC Terre Haute, IN Aug 2014 - Current 2
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
Cheeseburger In Paradise Terre Haute, IN Apr 2003 - Nov 2007 4
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
    2,427
    MILLIONS
  • Total Number of Accounts
    6,936
    ACCOUNTS
  • Average Account Value
    $349,898
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, TX, UT, VA, WA, WI

Ready to hire a financial advisor? Get competitive proposals from Jason Downs and other advisors.
BADGES
88
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.