Jason Voelker is a CFP-designated registered investment advisor at Affiliated Financial Advisors INC, based in Milwaukee, WI, with 22 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 898 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Standard annual fee ranges from 0.50% to 1.00% of assets under management and is negotiable based on criteria such as historical relationships, asset types, and account size.
Fee Estimator
Location
2300 North Mayfair Road, Suite 405, Milwaukee, WI, 53226
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Regulatory History
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 Activities
Jason is an employee of Affiliated Financial Advisors since 2003, spending full-time hours there. He also co-owns a duplex and owns Marson Property LLC, both real estate ventures, dedicating a few hours per week to each.
Employment History
Current Registrations
Affiliated Financial Advisors INC
Previous Registrations
Capital Financial Services, INC.
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.
Exams
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