Jason Arredondo

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

Current Employers

Iams Wealth Management, Llc

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

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