Jason Wiseman is a registered investment advisor at Your Ia, LLC, based in Mesa, AZ, with 18 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.20% |
| $500K - $1.0M | 2.00% |
| $1M+ | 1.80% |
Your IA reserves the right to amend the total advisory fee charged on a case-by-case basis. The IAR may choose not to assess an advisory fee upon our discretion.
Fee Estimator
Location
3707 E. Southern Ave., Suite 2049, Mesa, AZ, 85206
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business ActivitiesSells Insurance
Jason sells insurance products for Transamerica Financial Advisors, Inc. He also refers clients for healthcare quotes through Revolt Healthcare Alliance, dedicates minimal time to JLW and Associates, LLC for tax filing and health insurance assistance, owns Jax Pro Pest Control, and consults for Budget Brothers Pest Control, spending about a quarter of his time on the latter.
Employment History
Current Registrations
Your Ia, LLC
Previous Registrations
Thepartners Wealth Management
Scf Investment Advisors, INC.
Scf Securities, INC.Broker
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Investment Advisors International, INC.
World Group Securities, INC.Broker
State Registrations3 states
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.