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190 Buckley Drive, Rockford, IL 61107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-09 |
Branch Locations
190 Buckley Drive, Rockford, IL 61107 • United States
4101 Parkstone Heights Drive Suite 210, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ames & Weinheimer | Austin | TX | 06/2012 | 11/2023 |
| Ameritas Investment Corp | Lincoln | NE | 09/2013 | 11/2023 |
| Weinheimer Wealth Management | Austin | TX | 06/2014 | 11/2023 |
| Texas Tech University | Lubbock | TX | 11/2015 | 03/2020 |
| Thirteenth Floor Entertainment Group | Austin | TX | 10/2015 | 12/2018 |
| Ameritas Advisory Services, Llc | Lincoln | NE | 11/2021 | 11/2023 |
| Exencial Wealth Advisors Llc | Oklahoma City | OK | 11/2023 | 03/2026 |
| Savant Wealth Management | Rockford | IL | 04/2026 | Present |
YMBL Austin Sunshine Camps. Not Investment Related. P.O. Box 161270, Austin, TX, 78716. Board Member since 2020. 6 hours/month. 3 during trading hours. Serving on the Board of Directors for the Austin Sunshine Camps (ASC), Jasen helps strategize development and fundraising goals while serving as a volunteer during summer camps.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-10 |
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