Jason Bradley Schwieder

Current Employers

Ipi Wealth Management, Inc.

226 W. Eldorado, Decatur, IL 62522 • United States

Current Registrations

Authority	Category	Status	Date
IL	RA	APPROVED	2019-04-04

IL RA
APPROVED

Since 2019-04-04

Branch Locations

5030 38Th Ave Suite 18 , Moline, IL 61265 • United States

226 W. Eldorado, Decatur, IL 62522 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination Yes

Employment History

Organization	City	State	From	To
Foresters Equity Services	Moline	IL	10/2011	10/2018
Lifemark Securities Corp.	Rochester	NY	11/2018	11/2018
Schwieder Insurance Solutions	Moline	IL	06/2011	Present

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

Code	Exam	Date
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

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

View on SEC IAPD