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Jason Allen Marion

Three Sixty Wealth Management, LLC

Bloomington, IL

CRD 8161117

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Employer firm

Three Sixty Wealth Management, LLC CRD 301007

$190M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • CUTSTOM AND BUSINESS CONSULTING SERVICES

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

Current Employers
Three Sixty Wealth Management, Llc

1702 Tullamore Ave Suite B, Bloomington, IL 61704 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2025-09-22
  • IL RA
    APPROVED
    Since 2025-09-22

Branch Locations

1702 Tullamore Ave Suite B, Bloomington, IL 61704 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Bridge Thrift Store, Nfp Orland Park IL 01/2016 07/2024
Three Sixty Wealth Management, Llc Bloomington IL 07/2024 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-14
  • S65 Uniform Investment Adviser Law Examination
    2025-07-14

View on SEC IAPD

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Nearby Investors

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GIOVANNI ANTONIO BERNETTI
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Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BLOOMINGTON, IL
SAVANT WEALTH MANAGEMENT · Bloomington, IL
STATE FARM INVESTMENT MANAGEMENT CORP. · Bloomington, IL

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