Jason Schluckebier
Jason Schluckebier is a registered investment advisor at Raymond James & Associates, INC., based in Lincoln, NE, with 25 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
2930 Ridge Line Road, Suite 111, Lincoln, NE, 68516
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is the sole member of ABC LIFE, LLC, providing bookkeeping and administrative services for Bruder Unlimited, LLC, dedicating minimal time. ABC LIFE, LLC is a 50% owner of Bruder Unlimited, LLC, a licensed property/casualty insurance agency; Jason is also a partner in Brother Alliance Holdings, LLC, holding jointly owned assets including insurance agency assets.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Fbl Marketing Services, LLCBroker
State Registrations21 states
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