Best Investors Account Sign in
Inactive

Jason Edward Clevlen

Lake Hills Wealth Management, LLC

Austin, TX

Claim This Profile
Current Employers
Lake Hills Wealth Management, Llc

8601 Ranch Road 2222 Building 1, Suite 230, Austin, TX 78730 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2017-02-17
  • TX RA
    APPROVED
    Since 2017-02-17

Branch Locations

8601 Ranch Road 2222 Building 1, Suite 230, Austin, TX 78730 • 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
Ameriprise Financial Services, Inc. Austin TX 05/2003 02/2017
Lake Hills Wealth Management, Llc Austin TX 02/2017 Present
Previous Registrations
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
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-24
  • S66 Uniform Combined State Law Examination
    2003-07-24
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Austin, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor