Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Frank Wetmore is a financial advisor with over 20 years of experience in the financial services industry. Jason currently works with Transamerica Financial Advisors, Inc. and is registered to provide investment advice in Iowa and Kansas. Prior to joining Transamerica, Jason worked for several financial institutions including Waddell & Reed, J.P. Morgan Institutional Investments, NRP Financial, Inc. and UMB Financial Services, Inc.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
IA
07/15/2022 - Present
Transamerica Financial Advisors, Inc. (Cedar Rapids IA)
KS
02/14/2011 - 08/23/2021
WADDELL & REED (OVERLAND PARK KS)
MO
03/02/2010 - 02/07/2011
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (KANSAS CITY MO)
KS
10/14/2009 - 01/19/2010
NRP FINANCIAL, INC. (LEAWOOD KS)
MO
01/25/2008 - 11/10/2008
UMB FINANCIAL SERVICES, INC. (KANSAS CITY MO)
CO
09/01/2000 - 11/28/2007
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NY
03/03/1999 - 08/15/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
BOTH
Issued 06/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/14/2011
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 03/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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