Jason VosCRD Number: 5347232
Current Firm: Cambridge Investment Research Advisors, Inc.
Jason Vos (CRD# 5347232) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in West Des Moines, IA and has over 9 years of experience in the finance industry.
Iron Horse Wealth Management, LLC
Questar Asset Management, Inc.
Principal Securities, Inc.
|Cambridge Investment Research, Inc.||Fairfield, IA||May 2010 - Current||7|
|Cambridge Investment Research Advisors, Inc.||Fairfield, IA||May 2010 - Current||7|
|Waddell & Reed, Inc.||Scottsdale, AZ||May 2007 - May 2010||3|
|Pella Windows||Tempe, AZ||Aug 2005 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2007|
|S65||NASAA Investment Advisors Law Examination||Oct 2008|
Total Assets Under Management25,187MILLIONS
Total Number of Accounts152,412ACCOUNTS
Average Account Value$165,257
- 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)
- Market timing services
- Educational seminars/workshops
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