Jason Edward Clevlen

Employer firm

Lake Hills Wealth Management, LLC CRD 286175

$207M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 05/2003 → 02/2017
  Ameriprise Financial Services, Inc.
  Austin, TX
• 02/2017 → Present
  Lake Hills Wealth Management, Llc
  Austin, TX

Previous Registrations

• 2003-07-25 → 2017-02-14
  Ameriprise Financial Services, Llc
  Austin, TX
  Austin, TX
  Austin, TX
  Austin, TX

Other Businesses

(1) Lake Hills Masterminds, LLC; non-investment related; professional development organization; Founder & Member (responsible for finance/accounting and group facilitation); 8601 Ranch Road 2222, Building 1, Suite 230, Austin, TX 78730; 1 hour not during trading hours per month; started 6/5/2019

Exams

• S66 Uniform Combined State Law Examination
  2003-07-24

Designations

• Certified Financial Planner