Jason Randall Musante-Klumb

Current Employers

Employment History

• 09/2003 → 12/2021
  Wells Fargo
  Wauwatosa, WI
• 08/2021 → 11/2022
  Principal Life Insurance Company
  Wauwatosa, WI
• 08/2021 → 11/2022
  Principal Securities, Inc.
  Wauwatosa, WI
• 10/2021 → 11/2022
  United Financial Advisors, Llc
  Wauwatosa, WI
• 11/2022 → 11/2022
  R&R Wealth Management, Llc
  Waukesha, WI
• 11/2022 → 08/2023
  Avantax Investment Services Inc.
  Waukesha, WI
• 11/2022 → 08/2023
  Avantax Advisory Services
  Waukesha, WI
• 11/2022 → 08/2023
  Avantax Insurance Services
  Waukesha, WI
• 11/2022 → 08/2023
  Avantax Insurance Agency And/Or Avantax Insurance Services
  Waukesha, WI
• 11/2022 → 11/2024
  R&R Wealth Management, Llc
  Waukesha, WI
• 08/2023 → 12/2024
  Commonwealth Financial Network
  Waltham, MA
• 02/2025 → Present
  Principal Securities
  Wauwatosa, WI
• 02/2025 → Present
  Principal Life Insurance Co
  Wauwatosa, WI
• 11/2024 → 02/2025
  Unemployment
  Wauwatosa, WI
• 02/2025 → Present
  United Financial Advisors, Llc
  Wauwatosa, WI

Previous Registrations

• 2023-08-17 → 2024-12-03
  Commonwealth Financial Network
  Waukesha, WI
  Waltham, MA
• 2022-11-15 → 2023-08-29
  Avantax Advisory Services
  Dallas, TX
  Waukesha, WI
• 2021-10-05 → 2022-11-28
  Principal Securities, Inc.
  Wauwatosa, WI

Other Businesses

UNITED FINANCIAL ADVISORS, LLC (DBA) POSITION: Senior Plan Advisor NATURE: Financial Strategies/Needs Analysis INVESTMENT RELATED: Yes NUMBER OF HOURS: 50 SECURITIES TRADING HOURS: 35 START DATE: 02/17/2025 ADDRESS: 10361 W Innovation Drive, Suite 300, Wauwatosa WI 53226, United States DESCRIPTION: As Senior Plan Advisor with United Financial Advisors, my primary responsibility will be consulting with business owners and executives about their employer-sponsored retirement plan benefits, including advice on the investment line-up and employee education.

Exams

• S66 Uniform Combined State Law Examination
  2021-10-02
• S63 Uniform Securities Agent State Law Examination
  2003-10-29

Other Names

• Jason Randall Musante-Klumb
• Jason R Musante-Klumb
• Jason Rmusante Klumb
• Klumb Jason Musante
• Jason Musante-Klumb
• Jason Musante Klumb