JM
JM

Jason Michael Mong

20 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
42 advisors
Number of Clients
3,533 clients
Average Client Portfolio
$134K average
Assets Under Management
$473.7M

Fee Structure

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Location

1870 W 122nd Ave, Suite 400, Westminster, CO, 80234

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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 works for Mong Financial Services and sells property and casualty insurance through Blue Sky Insurance since 2016. Selling insurance takes a few hours per week.

Employment History
Current Registrations
Wealth Watch Advisors, INC
December 2017 - Present · 8 yrs 2 mos
Previous Registrations
Securities America, INC.Broker
November 2014 - November 2017 · 3 yrs
Sunset Financial Services, INC.Broker
March 2005 - November 2014 · 9 yrs 8 mos
Securities Management & Research, INC.Broker
November 2004 - February 2005 · 3 mos
State Registrations2 states
COFL
Advisor
Exams
No exam information available for this advisor.