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Jason Alan Dumont

Wealth Advisors Group, LLC

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About Jason Alan Dumont

Jason Dumont is a financial advisor at Wealth Advisors Group, LLC, an investment firm headquartered in Coralville, Iowa. Jason has been in the financial services industry since 1993 and has a wealth of experience working with individuals, families and businesses. Jason is registered in Iowa and Texas.

Firm Information

Jason Dumont is currently registered with Wealth Advisors Group, LLC. Wealth Advisors Group, LLC is an investment advisor located in CORALVILLE, IA with approximately $178.55 million in regulatory assets under management (as of the most recent fiscal year end). They primarily provide portfolio management for individuals, and their client base includes high-net-worth individuals and individuals other than high-net-worth.
Wealth Advisors Group, LLC

2771 OAKDALE BOULEVARD,

CORALVILLE, IA 52241

$178.55M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Dumont’s Registration & Firm History

IA

01/23/2019 - Present

Wealth Advisors Group, LLC (CORALVILLE IA)

IA

01/15/2018 - 04/24/2023

PRIVATE CLIENT SERVICES, LLC (Coralville IA)

IA

08/02/2002 - 01/12/2018

SII INVESTMENTS, INC. (CORALVILLE IA)

FL

06/15/1998 - 08/01/2002

INTERSECURITIES, INC. (ST. PETERSBURG FL)

CT

02/27/1997 - 06/15/1998

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

IA

06/29/1994 - 02/27/1997

LOCUST STREET SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 11/10/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/12/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 01/06/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/27/2002

Series 7 - General Securities Representative Examination

BC

Issued 01/04/1999

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 06/28/1994

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jason Alan Dumont. Review regulatory record here.
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