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JASON E ZEHR
JAKE ZEHR, JASON E. ZEHR
CRD#: 4957421
IA
B
ADVICE AND PLANNING SERVICESCRD#: 20472 2713 STANGE ROAD, SUITE 105
AMES, IA 50010
AMES, IA 50010
0
Disclosures
19
Years of Experience
View By:
State Registrations
B
Alabama 5/4/2022
B
Missouri 1/11/2021
B
Arizona 1/2/2020
B
Nebraska 1/6/2025
B
California 1/16/2018
B
New Mexico 8/21/2020
B
Colorado 12/2/2019
B
New York 1/25/2022
B
District of Columbia 3/21/2023
B
North Carolina 1/12/2022
B
Florida 10/3/2014
B
Ohio 2/19/2021
B
Hawaii 5/30/2019
B
Oklahoma 3/14/2022
B
Illinois 10/11/2019
B
Oregon 5/11/2022
B
Iowa 2/16/2007
B
Pennsylvania 9/3/2020
IA
Iowa 3/7/2008
B
South Carolina 1/16/2018
B
Kansas 11/18/2019
B
South Dakota 4/11/2017
B
Louisiana 1/8/2019
B
Tennessee 11/16/2023
B
Maine 8/9/2017
B
Texas 1/16/2018
B
Maryland 8/24/2022
B
Utah 4/28/2017
B
Massachusetts 4/26/2023
B
Washington 6/24/2019
B
Michigan 11/27/2023
B
Wisconsin 1/11/2021
B
Minnesota 2/1/2018
SRO Registrations
B
View Exams Passed by the individual in the detailed report
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IA
Registered with this firm since 3/7/2008
B
Registered with this firm since 2/16/2007
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 08/12/2006 - 01/30/2007 | AMES, IA | |
B | 08/12/2006 - 01/30/2007 | AMES, IA | |
IA | 07/26/2005 - 08/12/2006 | AMES, IA | |
B | 06/27/2005 - 08/12/2006 | AMES, IA |
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B
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 can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.