Jason Vern Voelker

Employer firm

Affiliated Financial Advisors Inc CRD 108154

$541M regulatory AUM

Reported services (Item 5G)

• 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

• 01/2002 → Present
  Affiliated Financial Advisors Inc.
  Milwaukee, WI
• 10/2003 → Present
  Capital Financial Services, Inc.
  Minot, ND

Previous Registrations

• 2005-08-30 → 2009-12-31
  Capital Financial Services, Inc.
  Minot, ND
  Milwaukee, WI
  Milwaukee, WI

Other Businesses

AFFILIATED FINANCIAL ADVISORS,INVESTMENT RELATED,2300 N MAYFAIR RD #640 MILWAUKEE,WI 53226,SECURITIES RELATED,REGISTERED INVESTMENT ADVISOR EMPLOYEE,01/01/03,160 PER MONTH ALL DURING SECURITY TRADING HRS, MARSON PROPERTY LLC,INVESTMENT RELATED, LOCATED AT: 1138 S 56TH ST, WEST ALLIS, WI 53214,REAL ESTATE,LANDLORD OF THE PROPERTY, APRIL/2005,5 HRS/MONTH,0 HRS DURING SECURITY TRADING HRS, CO-OWNER OF A DUPLEX,INVESTMENT RELATED, LOCATED AT: 7221 W TRIPOLI AVE, MILWAUKEE, WI 53220,REAL ESTATE, CO-OWNER,7/2003, 5 HRS/MONTH, 0 HRS DURING SECURITY TRADING HRS, LANDLORD FOR THE PROPERTY

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-09-09
• S63 Uniform Securities Agent State Law Examination
  2004-02-27

Designations

• Certified Financial Planner