Jason Lee Blomgren

Current Employers

Employment History

• 02/2010 → Present
  Lincoln Financial Securties Corp
  Clive, IA
• 01/2025 → Present
  Osaic Wealth, Inc.
  Clive, IA

Previous Registrations

• 2010-02-02 → 2025-01-24
  Osaic Fs, Inc.
  Johnston, IA
  Altoona, IA
  Ankeny, IA
  Des Moines, IA
  Clive, IA
  Ames, IA
  Clive, IA
  Concord, NH
• 2001-01-05 → 2010-02-02
  Signator Investors, Inc.
  Overland Park, KS
  West Des Moines, IA

Other Businesses

1) FIRST HEARTLAND FINANCIAL GROUP, INC 1350 NW 138TH ST SUITE 300, CLIVE IA 50325 INSURANCE, INVESTMENT RELATED, AGENT/OWNER, ACCIDENT & HEALTH, DISABILITY, FIXED, EQUITY INDEX AND TRADITIONAL INSURANCE PRODUCTS START DATE 2003, 60 HPM, 60 HPM DURING TRADING HRS. 2) FIRST HEARTLAND FINANCIAL GROUP 1350 NW 138TH STREET SUITE 300 CLIVE, IA 50325 CATEGORY: INSURANCE INVESTMENT-RELATED: YES TITLE: AGENT DUTIES: OFFERING ACCIDENT/HEALTH, FIXED ANNUITIES, INDEX ANNUITIES, LTC, FIXED LIFE SETTLEMENTS AND TRADITIONAL LIFE INSURANCE. START DATE: 1-1-03 HOURS PER MONTH: 160 HOURS PER MONTH DURING TRADING HOURS: 160. 3) JASON BLOMGREN WAUKEE, IA CATEGORY: REAL ESTATE RENTAL INVESTMENT-RELATED: YES TITLE: OWNER DUTIES: RENT 7425 WISTFUL VISTA DRIVE #1206 PROPERTY, COLLECT RENT START DATE: 9/2018 HOURS PER MONTH: 01 HOURS PER MONTH DURING TRADING HOURS: 00. 4) JASON BLOMGREN 1815 NORTHWESTERN DR., AMES, IA, 50010 CATEGORY: RENTAL INVESTMENT RELATED: YES TITLE: OWNER DUTIES: OWN HOME FOR KIDS TO LIVE IN WHILE ATTENDING COLLEGE START DATE: 9/1/2023 HOURS PER MONTH: 1 HOURS PER MONTH DURING TRADING HOURS: 0 5) RENTAL HOUSE POSITION: Owner NATURE: purchased home for father to live in until he deceased. INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2023 ADDRESS: 7610 Wistful Vista Drive, Unit 408, West Des Moines IA 50266, United States DESCRIPTION: Regular maintenance and care 6) HEARTLAND WEALTH GROUP POSITION: CEO & President NATURE: our current DBA is First Heartland Financial Group. Because of a desist order and a threaten to sue us, we have to change our BDA name. First Heartland Financial Group will be known as Heartland Wealth Group. Nothing else will change. We will have the same EIN number. This has been filed with our state. All materials with First Heartland will be changed and has/is being approved. INVESTMENT RELATED: No NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 40 START DATE: 12/01/2025 ADDRESS: 1350 NW 138th St, Suite 300, Clive IA 50325, United States DESCRIPTION: Overseeing staff with accounts payable and receivable, commissions and products with outside vendors that do not go through Osaic BD. 1099 Employees and W2 employees. Office space and management.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-16
• S63 Uniform Securities Agent State Law Examination
  1996-11-05

Designations

Other Names

• Jason L Blomgren