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Jason Allan Stroede

Sowell Management

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About Jason Allan Stroede

Jason Stroede is an investment advisor representative with Sowell Management. Jason has been in the industry since 2007 and has passed exams for Series 63, Series 65, Series 6, and SIE. Jason has experience with firms like MML INVESTORS SERVICES, LLC, ONEAMERICA SECURITIES, INC., and NEW ENGLAND SECURITIES. Jason specializes in portfolio management for individuals, financial planning, and selecting other advisors. Jason works out of the NORTH LITTLE ROCK, AR office of Sowell Management.

Firm Information

Jason Stroede is currently registered with Sowell Management. Sowell Management is an independent wealth management firm with a focus on providing customized financial planning and investment management services to individuals, families, and businesses. The firm has a strong track record of success in helping clients achieve their financial goals. Sowell Management is headquartered in NORTH LITTLE ROCK, AR and manages over $3.3 billion in assets for over 13,000 clients.
Sowell Management

5320 NORTHSHORE DRIVE

NORTH LITTLE ROCK, AR 72118

$3.33B

Assets Under Management

Not reported

Total Clients

90

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Jason Stroede’s Registration & Firm History

AR

11/15/2016 - Present

Sowell Management (NORTH LITTLE ROCK AR)

IL

04/15/2016 - 11/23/2016

MML INVESTORS SERVICES, LLC (Fairview Heights IL)

IL

09/07/2011 - 04/14/2014

ONEAMERICA SECURITIES, INC. (FAIRVIEW HEIGHTS IL)

MO

01/31/2007 - 03/02/2011

NEW ENGLAND SECURITIES (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 08/11/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/23/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2007

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Jason Allan Stroede. Review regulatory record here.
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