JD
JD

Jason Douglass

15 Years of Experience
Wichita, KS

Jason Douglass is a registered investment advisor at Douglass Investment Group, based in Wichita, KS, with 15 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 118 clients with $170M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
118 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$165.0M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are negotiable and may be lower than the standard fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9412 East Central Avenue, Wichita, KS, 67206

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Douglass Investment Group
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
April 2017 - July 2024 · 7 yrs 3 mos
Raymond James Financial Services, INC.Broker
April 2017 - July 2024 · 7 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2015 - April 2017 · 2 yrs 1 mo
Wells Fargo Advisors Financial Network, LLC
March 2015 - April 2017 · 2 yrs 1 mo
Wells Fargo Advisors, LLC
October 2010 - March 2015 · 4 yrs 5 mos
Wells Fargo Advisors, LLCBroker
September 2010 - March 2015 · 4 yrs 6 mos
State Registrations1 state
KS
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.