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Jonathan Chapman Pearson

Wealth Advisors Of Iowa, LLC

West Des Moines, IA

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Current Employers
Wealth Advisors Of Iowa, Llc

1601 West Lakes Parkway Suite 200, West Des Moines, IA 50266 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-11-13
IA RA APPROVED 2019-12-13
  • TX RA
    APPROVED
    Since 2020-11-13
  • IA RA
    APPROVED
    Since 2019-12-13

Branch Locations

1601 West Lakes Parkway Suite 200, West Des Moines, IA 50266 • 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
Visionpoint Advisory Group West Des Moines IA 09/2013 12/2019
Lpl Financial Llc West Des Moines IA 10/2013 12/2019
Wealth Advisors Of Iowa West Des Moines IA 12/2019 Present
  • 09/2013 → 12/2019
    Visionpoint Advisory Group
    West Des Moines, IA
  • 10/2013 → 12/2019
    West Des Moines, IA
  • 12/2019 → Present
    Wealth Advisors Of Iowa
    West Des Moines, IA
Previous Registrations
  • 2013-10-02 → 2019-12-19
    West Des Moines, IA
    San Diego, CA
    Dallas, TX
    Des Moines, IA
  • 2013-09-30 → 2019-12-19
    Dallas, TX
  • 2005-01-01 → 2013-10-01
    Securian Financial Services, Inc.
    West Des Moines, IA
    West Des Moines, IA
Other Businesses

(1) 9/30/2013: NO BUSINESS NAME - INVESTMENT RELATED - AT REPORTED BUSINESS LOCATION(S) - NON-VARIABLE INSURANCE - TIME SPENT 5% - AGENT. SELL FIXED INSURANCE THAT INCLUDES, LTC, DI, AND LIFE. (2) 1/8/2016 - Pearson Wealth Management LLC - Investment Related - Home: 4334 NW 168th Court Clive, IA 50325 - Business Entity For Tax/Investment Purposes Only - Started 01/01/2016 - 0 Hours Per Month - S-corporation for tax purposes only. (5) 07/11/2016 - Midland National Life Insurance Company - Non-Variable Insurance - INV REL -Start 04/11/2016 - 1601 West Lakes Parkway West Des Moines, IA 50266 - Broker for Midland National Life Insurance Company, Direct licensing no agency - 1 Hr/Mo; 0 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-30
  • S66 Uniform Combined State Law Examination
    2004-12-30

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