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Jason Dumont

Wealth Advisors Group, LLC
32 Years of Experience
Coralville, IA
1 DisclosureSells Insurance
View SEC Summary
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Jason Dumont is a registered investment advisor at Wealth Advisors Group, LLC, based in Coralville, IA, with 32 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 272 clients with $280M in assets under management.

Wealth Advisors Group, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
272 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$278.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M0.90%
$1.0M - $1.5M0.80%
$1.5M+0.70%

Annual fees are billed quarterly in arrears. Fees may be negotiable based on specific criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2771 Oakdale Boulevard,, Suite 4, Coralville, IA, 52241

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 1998
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Jason is involved in various business activities, including owning a convenience store, land development companies, residential housing development, farm ground, real estate rentals, and a real estate holding company. He also works as an advisor for Wealth Advisors Group LLC, sells fixed insurance, and is a registered representative with Private Client Services.

Employment History
Current Registrations
Wealth Advisors Group, LLC
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Private Client Services, LLCBroker
January 2018 - April 2023 · 5 yrs 3 mos
Sii Investments, INC.
January 2004 - January 2018 · 14 yrs
Sii Investments, INC.Broker
August 2002 - January 2018 · 15 yrs 5 mos
Intersecurities, INC.
December 1999 - August 2002 · 2 yrs 8 mos
Intersecurities, INC.Broker
June 1998 - August 2002 · 4 yrs 2 mos
Washington Square Securities, INC.Broker
February 1997 - June 1998 · 1 yr 4 mos
Locust Street Securities, INC.Broker
June 1994 - February 1997 · 2 yrs 8 mos
State Registrations2 states
IATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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