Jason Paul Hergenreder

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• 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

• 06/2017 → 05/2021
  Lago Vista Isd
  Lago Vista, TX
• 08/2015 → 06/2017
  Round Rock Isd
  Austin, TX
• 01/2021 → 06/2021
  Thomas Dias
  Clovis, CA
• 01/2021 → 06/2021
  Waddell & Reed Inc
  Clovis, CA
• 06/2021 → Present
  Lincoln Investment Llc
  Fort Washington, PA
• 06/2021 → Present
  Capital Analysts
  Fort Washington, PA

Other Businesses

RED RIVER WEALTH ADVISORS POSITION: Agent NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/21/2021 ADDRESS: 6136 Frisco Square Blvd, Suite 400, Frisco TX 75034, United States DESCRIPTION: Selling Insurance Products JP HERGENREDER INVESTMENT LLC POSITION: Managing Member NATURE: Tax/Accounting purposes INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 07/14/2021 ADDRESS: 3601 Rockefeller Cove, Lago Vista TX 78645, United States DESCRIPTION: Managing Member of LLC, setup for tax purposes

Exams

• S66 Uniform Combined State Law Examination
  2021-05-18