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Detailed Report
JONATHAN CHAPMAN PEARSON
CRD#: 4880296
IA
Investment Adviser
B
Previous Broker
WEALTH ADVISORS OF IOWA, LLCCRD#: 115088 1601 WEST LAKES PARKWAY
SUITE 200
WEST DES MOINES, IA 50266
Registration History
2004200620082010201220142016201820202022202420263 FIRMS2013 - 2019 (6 years)IAWEALTH ADVISORS OF IOWA, LLC (CRD# 115088)2019 - Present (5 years)BSECURIAN FINANCIAL SERVICES, INC. (CRD# 15296)2004 - 2013 (8 years)IASECURIAN FINANCIAL SERVICES, INC. (CRD# 15296)2005 - 2013 (8 years)
License(s)

State Registrations

IA
Iowa 12/13/2019
IA
Texas 11/13/2020
Current Registration(s)
IA
WEALTH ADVISORS OF IOWA, LLC (CRD#:115088)
1601 WEST LAKES PARKWAY SUITE 200, WEST DES MOINES, IA 50266
Registered with this firm since 12/13/2019
Previous Registration(s)
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IA
 10/02/2013 - 12/19/2019 LPL FINANCIAL LLC (CRD#:6413) WEST DES MOINES, IA
IA
 09/30/2013 - 12/19/2019 VISIONPOINT ADVISORY GROUP (CRD#:168733) DALLAS, TX
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 09/30/2013 - 12/19/2019 LPL FINANCIAL LLC (CRD#:6413) WEST DES MOINES, IA
IA
 01/01/2005 - 10/01/2013 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) WEST DES MOINES, IA
B
 12/14/2004 - 10/01/2013 SECURIAN FINANCIAL SERVICES, INC. (CRD#:15296) WEST DES MOINES, IA
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.