Jason Wayne Habern

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/1998 → Present
  Edward D. Jones & Co., L.P.
  Richardson, TX

Other Businesses

TRM Platinum Corridor 4, Ltd Type of business: Purchasing land. Dallas, TX Start date: 11/1/2024 LPT Hours per week: 0 Hours during trading: 0 * Covenant Boomtown I, LLC Type of business: 6 wells in boomtown oil field in WY North Richland Hills, TX Start date: 1/1/2025 LPT Hours per week: 0 Hours during trading: 0 * Jason W Habern Living Trust Type of business: Rental Property Fayetteville, AR Start date: 9/29/2025 Trustee Hours per week: 1 Hours during trading: 0 I am buying this house for my daughter and 3 of her friends. I will rent 3 rooms. * LH Great Escapes LLC Type of business: Property Colleyville, TX Start date: 3/31/2022 Member/Manager Hours per week: 1 Hours during trading: 0 Investor *

Exams

• S66 Uniform Combined State Law Examination
  2009-09-17
• S63 Uniform Securities Agent State Law Examination
  1998-12-09

Designations

• Certified Financial Planner