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Jason Friedline

MID-American Wealth Advisory Group

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About Jason Friedline

Jason Friedline is a financial advisor with Mid-American Wealth Advisory Group. Jason has been in the financial services industry for over 10 years. Jason is a registered representative with the state of Missouri and Kansas. Jason specializes in providing financial advice to individuals, families, and businesses. Jason is committed to helping clients achieve their financial goals.

Firm Information

Jason Friedline is currently registered with MID-American Wealth Advisory Group. MID-American Wealth Advisory Group is a wealth advisory firm based in Kansas City, Missouri. The firm manages approximately $283.26 million in assets for 2,079 clients, including individuals, corporations, and high-net-worth individuals. They offer a range of investment services, including portfolio management for individuals and businesses, as well as selection of other advisors.
MID-American Wealth Advisory Group

7505 NW TIFFANY SPRINGS PARKWAY

KANSAS CITY, MO 64153

$283.26M

Assets Under Management

Not reported

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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 Friedline’s Registration & Firm History

MO

01/03/2024 - Present

MID-American Wealth Advisory Group (KANSAS CITY MO)

MO

06/17/2020 - 11/28/2023

COMMONWEALTH FINANCIAL NETWORK (Lee's Summit MO)

MO

09/10/2015 - 06/18/2020

USA FINANCIAL SECURITIES CORPORATION (Lee's Summit MO)

MO

02/08/2014 - 09/11/2015

TAYLOR CAPITAL MANAGEMENT INC. (LEES SUMMIT MO)

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Licenses & Designations

IA

Issued 04/17/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/24/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Friedline.
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