JG
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Jason Gamett

21 Years of Experience
Las Vegas, NV
BrokerSells Insurance

Jason Gamett is a registered investment advisor at The Wealth Consulting Group, based in Las Vegas, NV, with 21 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 12,424 clients with $5.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
126 advisors
Number of Clients
12,424 clients
Average Client Portfolio
$438K average
Assets Under Management
$5.4B

Fee Structure

WCG Wealth Advisors charges a percentage of your portfolio's value as an advisory fee. The exact fee is determined by your advisor and can vary based on factors like the amount you invest, the complexity of your situation, and the services you need. The fee will be listed in your investment management agreement. WCG also offers access to various investment platforms through LPL Financial, Schwab, and Fidelity, each with its own fee structure.

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Location

8925 West Post Road, Suite 200, Las Vegas, NV, 89148

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History

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.

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Other Business ActivitiesSells Insurance

Jason is involved in several business activities, including tax preparation/accounting, real estate investment, an insurance agency, and a CPA affiliate program. He also operates under the DBAs "The Wealth Consulting Group" and "WCG Wealth Advisors, LLC" as a registered investment advisor, and spends about a quarter of his time on the CPA affiliate program.

Employment History
Current Registrations
The Wealth Consulting Group
November 2014 - Present · 11 yrs 6 mos
LPL Financial LLCBroker
October 2014 - Present · 11 yrs 7 mos
Previous Registrations
New England Securities Corporation
August 2009 - November 2014 · 5 yrs 3 mos
New England SecuritiesBroker
October 2008 - November 2014 · 6 yrs 1 mo
MML Investors Services, INC.
July 2005 - July 2008 · 3 yrs
MML Investors Services, INC.Broker
December 2004 - July 2008 · 3 yrs 7 mos
State Registrations3 states
NVSCUT
AdvisorBrokerBoth

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.