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Jason Christopher Gresham

Wealth Management Of The Bluegrass, LLC.

Lexington, KY

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Current Employers
Wealth Management Of The Bluegrass, Llc.

424 Lewis Hargett Circle Suite 250, Lexington, KY 40503 • United States

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2017-07-28
  • KY RA
    APPROVED
    Since 2017-07-28

Branch Locations

424 Lewis Hargett Circle Suite 250, Lexington, KY 40503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Kentucky Bank Lexington KY 05/2011 08/2020
Wealth Management Of The Bluegrass Lexington KY 08/2020 Present
  • 05/2011 → 08/2020
    Kentucky Bank
    Lexington, KY
  • 08/2020 → Present
    Wealth Management Of The Bluegrass
    Lexington, KY
Previous Registrations
  • 2007-05-17 → 2009-09-03
    Tiaa-Cref Individual & Institutional Services, Llc
    Lexington, KY
  • 2005-07-06 → 2007-03-06
    Chase Investment Services Corp.
    Lexington, KY
    Lexington, KY
  • 2003-03-17 → 2005-07-06
    Banc One Securities Corporation
    Lexington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2001-06-21
  • S66 Uniform Combined State Law Examination
    2001-06-21
Designations
Other Names
  • Jason Gresham

View on SEC IAPD

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LPL ENTERPRISE, LLC
ASIO CAPITAL LLC
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JAMES CARL GRAY
MARC ALLEN MOORE
AARON WILLIAM SEYFRIED
CARL LEE JINRIGHT
GEORGE DAVID PIERCE
JAMES MICHAEL THOMPSON
JAMES ALAN SMITH

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY
CETERA INVESTMENT ADVISERS LLC · LEXINGTON, KY
INVEST INC. · LEXINGTON, KY
EAGLE STRATEGIES LLC · LEXINGTON, KY
LPL ENTERPRISE, LLC · LEXINGTON, KY
LPL FINANCIAL LLC · LEXINGTON, KY
ASIO CAPITAL LLC · LEXINGTON, KY

More in Lexington, KY

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