Jason Clark is a CFP-designated registered investment advisor, based in Wayzata, MN, with 23 years of industry experience.
Location
445 East Lake Street, Suite 200, Wayzata, MN, 55391
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Regulatory History
Clean regulatory record
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 refers clients to Wold Financial for term life insurance, an activity that is not investment-related. He dedicates minimal time to this activity.
Employment History
Current Registrations
Larson Financial Securities, LLCBroker
January 2025 - Present · 1 yr 4 mos
Larson Financial Group, LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Intrua Financial
October 2023 - July 2024 · 9 mos
Work Optional, INC.
July 2008 - October 2023 · 15 yrs 3 mos
Securities America, INC.Broker
April 2005 - January 2008 · 2 yrs 9 mos
Citigroup Global Markets INC.Broker
March 2003 - October 2003 · 7 mos
A. G. Edwards & Sons, INC.Broker
January 1999 - June 2001 · 2 yrs 5 mos
State Registrations1 state
MN
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.