Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
712 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$791.5M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
This fee applies to monitoring mutual fund sub-accounts of annuities and 401(k) plans. Fees are negotiable. Portfolio management services are offered solely on a wrap fee basis, details in Appendix 1.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
305B W Spring Creek Parkway, Suite 400, Plano, TX, 75023
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2007Denied
Other Business Activities
Jason is associated with Independent Financial Partners as a registered investment advisor, dedicating about half of his time. He is also associated with Wealthstar Advisors.
Employment History
Current Registrations
Wealthstar Advisors, LLC
May 2013 - Present · 12 yrs 10 mos
Previous Registrations
Independent Financial Partners
October 2012 - December 2013 · 1 yr 2 mos
Peregrine Diversified Investment Services CORP.
January 2012 - July 2012 · 6 mos
Northwestern Mutual Investment Services,llc
March 2011 - December 2011 · 9 mos
Ameriprise Financial Services, INC.
February 2003 - January 2011 · 7 yrs 11 mos
American Express Financial Advisors, INC.
April 2002 - August 2002 · 4 mos
State Registrations2 states
LATX
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.