Jason Hansen
Jason Hansen is a registered investment advisor at Western Wealth Management LLC, based in Washington, UT, with 24 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
Washington, UT
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2009Other Business Activities
Jason operates Main Gate Asset Management LLC as a DBA for his LPL business and co-owns rental real estate. He also serves as a non-profit board member/commissioner for the Washington City Planning Commission and provides investment advisory services through Western Wealth Management Group LLC, dedicating full-time hours to this.
Employment History
Current Registrations
Western Wealth Management LLC
Previous Registrations
LPL Financial LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations1 state
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.