Jason Bradley Schwieder

Employer firm

Ipi Wealth Management, Inc. CRD 111872

$2.66B regulatory AUM 26 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2011 → 10/2018
  Foresters Equity Services
  Moline, IL
• 11/2018 → 11/2018
  Lifemark Securities Corp.
  Rochester, NY
• 06/2011 → Present
  Schwieder Insurance Solutions
  Moline, IL

Previous Registrations

• 2008-01-15 → 2011-05-11
  Nations Financial Group, Inc.
  Davenport, IA

Other Businesses

SCHWIEDER INSURANCE SOLUTIONS, INVST RELATED, 5202 38TH AVE, SUITE D, MOLINE, IL, independent insurance agent, sales & service of life, health, disability, LTC insurance and annuities, START DATE 06/2011, 20 HOURS PER WEEK

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-04-01
• S66 Uniform Combined State Law Examination
  2007-12-26
• S63 Uniform Securities Agent State Law Examination
  1998-06-05