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Jason Calkins

Fas Wealth Partners, Inc.

Leawood, KS

CRD 2782829

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Employer firm

Fas Wealth Partners, Inc. CRD 109796

$3.78B regulatory AUM 92 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Periodicals / newsletters
  • Educational seminars
  • DEFINED CONTRIBUTION PLANS

From the firm’s Form ADV. Read the guides:

Current Employers
Fas Wealth Partners, Inc.

4747 W 135 Street Suite 100, Leawood, KS 66224 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-01-23
KS RA APPROVED 2019-03-28
  • MO RA
    APPROVED
    Since 2024-01-23
  • KS RA
    APPROVED
    Since 2019-03-28

Branch Locations

4747 W 135 Street Suite 100, Leawood, KS 66224 • 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
Financial Advisory Service, Inc. Leawood KS 11/2018 Present
Dst Systems Kansas City MO 07/2001 06/2018
Unemployed Kansas City MO 06/2018 11/2018
  • 11/2018 → Present
    Financial Advisory Service, Inc.
    Leawood, KS
  • 07/2001 → 06/2018
    Dst Systems
    Kansas City, MO
  • 06/2018 → 11/2018
    Unemployed
    Kansas City, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-28
  • S65 Uniform Investment Adviser Law Examination
    2019-03-28
Other Names
  • Jason Lee Calkins

View on SEC IAPD

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