Jason Lewis is a registered investment advisor at Rsg Investments LLC, based in Overland Park, KS, with 22 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 538 clients with $120M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
IM Fee
Planning only
Assets Under Management
$116.4M
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Location
6801 W 107th St, Overland Park, KS, 66212
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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 →Employment History
Current Registrations
Rsg Investments LLC
January 2025 - Present · 1 yr 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2024 - February 2025 · 11 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2024 - February 2025 · 11 mos
Charles Schwab & CO., INC.Broker
January 2022 - January 2024 · 2 yrs
Charles Schwab & CO., INC.
January 2022 - January 2024 · 2 yrs
TD Ameritrade Investment Management, LLC
April 2010 - September 2023 · 13 yrs 5 mos
TD Ameritrade, INC.
April 2010 - October 2022 · 12 yrs 6 mos
TD Ameritrade, INC.Broker
March 2010 - December 2023 · 13 yrs 9 mos
Ameriprise Financial Services, INC.Broker
October 2009 - January 2010 · 3 mos
Ameriprise Advisor Services, INC.Broker
September 2006 - October 2009 · 3 yrs 1 mo
Invest Financial CorporationBroker
June 2005 - May 2006 · 11 mos
State Farm Vp Management CORP.Broker
February 2005 - May 2005 · 3 mos
Foresters Equity Services, INC.Broker
March 2004 - September 2004 · 6 mos
Sws Financial ServicesBroker
October 2003 - January 2004 · 3 mos
Edward JonesBroker
October 2002 - May 2003 · 7 mos
Edward JonesBroker
September 2001 - August 2002 · 11 mos
State Registrations1 state
KS
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.