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Inactive

Jason Herbert Berkholz

Teeple Snyder Newsome Wealth & Tax Management

Brownsburg, IN

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Current Employers
Teeple Snyder Newsome Wealth & Tax Management

111 East Main Street, Brownsburg, IN 46112 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-06-09
  • IN RA
    APPROVED
    Since 2026-06-09

Branch Locations

111 East Main Street, Brownsburg, IN 46112 • 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
OrganizationCityStateFromTo
Teeple Wealth Management, Llc Brownsburg IN 06/2026 Present
Brownsburg Community School Corporation Brownsburg IN 08/2025 12/2025
Msd Washington Township Indianapolis IN 08/2015 08/2025
Teeple Wealth Management, Llc Brownsburg IN 01/2026 06/2026
  • 06/2026 → Present
    Teeple Wealth Management, Llc
    Brownsburg, IN
  • 08/2025 → 12/2025
    Brownsburg Community School Corporation
    Brownsburg, IN
  • 08/2015 → 08/2025
    Msd Washington Township
    Indianapolis, IN
  • 01/2026 → 06/2026
    Teeple Wealth Management, Llc
    Brownsburg, IN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-03
  • S65 Uniform Investment Adviser Law Examination
    2026-06-03

View on SEC IAPD

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Other Investors

CHRISTOPHER MICHAEL MCCREERY
Samuel J Lowe
Matthew Tyler Snyder
Aaron Sean Downs
David Peterson
MATTHEW JOEL TEEPLE
Kimberly Rene' Newsome
Timothy Alan Dukeman

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · BROWNSBURG, IN
EDWARD JONES · Brownsburg, IN
EDWARD JONES · BROWNSBURG, IN
EDWARD JONES · BROWNSBURG, IN
KEY INVESTMENT SERVICES LLC · BROWNSBURG, IN
STATE FARM INVESTMENT MANAGEMENT CORP. · Brownsburg, IN
FIFTH THIRD SECURITIES, INC. · BROWNSBURG, IN
J.P. MORGAN SECURITIES LLC · BROWNSBURG, IN

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