Jason Wenzel is a CFP-designated registered investment advisor, based in Indianapolis, IN, with 14 years of industry experience.
Location
Indianapolis, IN
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Jason is a financial professional at Brunette & Associates, LLC, dedicating about a quarter of his time. He also works as an insurance agent selling fixed annuities with various companies.
Employment History
Current Registrations
Cetera Investment Advisers LLC
May 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLCBroker
May 2024 - Present · 2 yrs 2 mos
Cetera Advisors LLC
May 2024 - Present · 2 yrs 2 mos
Previous Registrations
J.P. Morgan Securities LLCBroker
February 2021 - May 2024 · 3 yrs 3 mos
J.P. Morgan Securities LLC
February 2021 - May 2024 · 3 yrs 3 mos
Schwab Private Client Investment Advisory, INC.
August 2017 - March 2021 · 3 yrs 7 mos
Charles Schwab & CO., INC.
July 2017 - August 2017 · 1 mo
Charles Schwab & CO., INC.Broker
November 2011 - January 2021 · 9 yrs 2 mos
State Registrations26 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.