Jason Arredondo

Employer firm

Iams Wealth Management, LLC CRD 286085

$397M regulatory AUM 20 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
GENERAL CONSULTING SERVICES

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

Current Employers

Iams Wealth Management, Llc

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-07-14

TX RA
APPROVED

Since 2021-07-14

Branch Locations

4242 E. Piedras Drive 244, San Antonio, TX 78228 • United States

18881 West Dodge Road Suite 180E, Omaha, NE 68022 • 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

Organization	City	State	From	To
Texas Secure Life	San Antonio	TX	01/2013	Present
Iams Wealth Management	Omaha	NE	07/2021	Present

01/2013 → Present

Texas Secure Life

San Antonio, TX
07/2021 → Present

Iams Wealth Management

Omaha, NE

Other Businesses

Texas Secure Life; San Antonio, TX; Insurance Agent; Life Insurance and Annuities; Investment Related; Start Date 01/2013; Approx. 80hrs/month; 35 of which are during securities trading hours.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-07-08

S65 Uniform Investment Adviser Law Examination

2021-07-08

View on SEC IAPD

Employer firm

Current Employers

Iams Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

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