CFP

Jason Kamler

19 Years of Experience

Janesville, WI

1 DisclosureBroker

Jason Kamler is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Janesville, WI, with 19 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Wells Fargo Advisors

Compensation

Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly

Firm Size

3710 advisors

IM Fee

Planning only

Assets Under Management

$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

View Full SEC Brochure

Location

20 E Milwaukee St., Suite 300, Janesville, WI, 53545

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History

Regulatory History (1)

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Criminal

September 2003

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business Activities

Jason has 100% ownership in Terrapin Station Holdings Inc. since 2021. This investment-related activity takes full-time hours, including some during trading hours, and is related to Finet Practice.

Employment History

Current Registrations

Wells Fargo Advisors Financial Network, LLCBroker

June 2021 - Present · 5 yrs 3 mos

Wells Fargo Advisors

June 2021 - Present · 5 yrs 3 mos

Previous Registrations

Wells Fargo Clearing Services, LLCBroker

January 2008 - June 2021 · 13 yrs 5 mos

Wells Fargo Clearing Services, LLC

January 2008 - June 2021 · 13 yrs 5 mos

A. G. Edwards & Sons, INC.Broker

January 2007 - January 2008 · 1 yr

State Registrations21 states

ARAZCACTFLGAIAILINMNMONCNENMOHORPASCTXWAWI

AdvisorBrokerBoth

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Exams

No exam information available for this advisor.

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