linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jason Lewis Wiseman

Thepartners Wealth Management

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Jason? Claim Your Profile

About Jason Lewis Wiseman

Jason Wiseman is a financial advisor with over 15 years of experience in the industry. Jason Wiseman is currently registered with Thepartners Wealth Management and is licensed in Arizona and other states. Jason Wiseman has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, corporations, and individuals. Jason Wiseman offers a range of advisory services, including financial planning, portfolio management, and selection of other advisors. Jason Wiseman is committed to providing his clients with personalized financial advice and guidance.

Firm Information

Jason Wiseman is currently registered with Thepartners Wealth Management. Thepartners Wealth Management is a financial advisory firm based in Monterey, California. The firm provides financial planning, portfolio management, and selection of other advisers. They serve individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and other businesses. They manage approximately $172.5 million in assets.
Thepartners Wealth Management

299 WEBSTER STREET

MONTEREY, CA 93940

$172.53M

Assets Under Management

Not reported

Total Clients

9

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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

tamp program/model manager/sub advisor

Tamp program/model manager/sub advisor

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Jason Wiseman’s Registration & Firm History

AZ

09/18/2024 - Present

Thepartners Wealth Management (Mesa AZ)

AZ

01/06/2012 - 12/22/2021

TRANSAMERICA FINANCIAL ADVISORS, INC (MESA AZ)

AZ

01/14/2008 - 01/06/2012

WORLD GROUP SECURITIES, INC. (MESA AZ)

Not sure if Jason Lewis Wiseman is right for you?

Licenses & Designations

IA

Issued 07/30/2008

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/28/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jason Lewis Wiseman. Review regulatory record here.
Not sure if Jason Lewis Wiseman is right for you?