Jason Widler is a registered investment advisor, based in Overland Park, KS, with 25 years of industry experience.
Location
11225 College Blvd, Ste 300, Overland Park, KS, 66210
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is an independent insurance agent for various independent insurance companies. He is also an advisory representative of a Registered Investment Advisor (RIA), spending about half his time on these activities, with half of that time dedicated to trading.
Employment History
Current Registrations
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
Banc of America Investment Services, INC.Broker
Indiana Merchant Banking and Brokerage CO., INC.Broker
Manulife Financial Securities LLC
Manulife Financial Securities LLCBroker
Manulife Wood Logan, INC.Broker
Kemper Distributors, INC.Broker
Investors Brokerage Services, INC.Broker
State Registrations3 states
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.