Jason Gregory, financial advisor Lafayette IN

Jason Gregory

CRD Number: 5400474
Current Firm: Asset Management Strategies, Inc.

Jason Gregory (CRD# 5400474) is an Investment Advisor Representative working at Asset Management Strategies, Inc. in Lafayette, IN and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Integrity Brokerage Services, Inc. Oceanside, CA Oct 2017 - Current 6
Industrial Federal Credit Union Lafayette, IN Jun 2015 - Current 8
Various Insurance Carriers For W & R Insurance Agencies Romney, IN Feb 2012 - Current 12
Waddell & Reed Inc. Indianapolis, IN Feb 2012 - Oct 2017 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2007
Contact Info for Jason R. Gregory
Phone Number: 3175776912
Firm Website: https://www.amsria.com
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    147
    MILLIONS
  • Total Number of Accounts
    1,767
    ACCOUNTS
  • Average Account Value
    $83,127
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
Types of Clients
Registered States

CA, IL, IN, MD, OH

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