Jason Wagenmaker
Jason Wagenmaker is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Grand Rapids, MI, with 20 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6677 Crossings Dr SE, Suite 2, Grand Rapids, MI, 49508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jason is a successor trustee for the Matthew and Melissa Wieringa Trust, dedicating minimal time to this role. He also works as an associate/employee for The Kapteyn Group, Financial Partners, LLC in a financial advisor support role, taking about half of his time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Royal Advisors, LLC
Royal Securities CompanyBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Fifth Third Securities, INC.Broker
MML Investors Services, INC.Broker
State Registrations8 states
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