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Jason Alan Dumont

Wealth Advisors Group, LLC

Coralville, IA

CRD 2493241

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Employer firm

Wealth Advisors Group, LLC CRD 291648

$278M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

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

Current Employers
Wealth Advisors Group, Llc

2771 Oakdale Boulevard, Suite 4, Coralville, IA 52241 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-23
IA RA APPROVED 2018-01-18
  • TX RA
    APPROVED_RES
    Since 2019-01-23
  • IA RA
    APPROVED
    Since 2018-01-18

Branch Locations

2771 Oakdale Boulevard, Suite 4, Coralville, IA 52241 • 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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Sii Investments, Inc. Iowa City IA 08/2002 01/2018
Private Client Services Louisville KY 01/2018 10/2023
Wealth Advisors Group, Llc Coralville IA 01/2018 Present
Jdsd Farms North Liberty IA 02/2017 Present
Dumont Investments North Liberty IA 04/2014 Present
Kmg Holdings North Liberty IA 08/2011 Present
Jdsd Rentals North Liberty IA 10/2010 Present
The Boulders North Liberty IA 05/2009 Present
Golfview Investors North Liberty IA 05/2008 06/2019
Jd&D Farms North Liberty IA 04/2004 08/2019
Shelby Builders North Liberty IA 10/2003 10/2021
Jason Dumont, Sole Proprietor Coralville IA 07/1993 Present
Sii Investments, Inc. Iowa City IA 01/2004 01/2018
Bdkg Properties North Liberty IA 11/2018 Present
Wolf Creek Pork, Llc North Liberty IA 11/2019 Present
Wolf Creek Acres, Llc North Liberty IA 09/2019 Present
Shg Builders North Liberty IA 07/2021 Present
Ghs Development North Liberty IA 07/2021 Present
  • 08/2002 → 01/2018
    Sii Investments, Inc.
    Iowa City, IA
  • 01/2018 → 10/2023
    Private Client Services
    Louisville, KY
  • 01/2018 → Present
    Coralville, IA
  • 02/2017 → Present
    Jdsd Farms
    North Liberty, IA
  • 04/2014 → Present
    Dumont Investments
    North Liberty, IA
  • 08/2011 → Present
    Kmg Holdings
    North Liberty, IA
  • 10/2010 → Present
    Jdsd Rentals
    North Liberty, IA
  • 05/2009 → Present
    The Boulders
    North Liberty, IA
  • 05/2008 → 06/2019
    Golfview Investors
    North Liberty, IA
  • 04/2004 → 08/2019
    Jd&D Farms
    North Liberty, IA
  • 10/2003 → 10/2021
    Shelby Builders
    North Liberty, IA
  • 07/1993 → Present
    Jason Dumont, Sole Proprietor
    Coralville, IA
  • 01/2004 → 01/2018
    Sii Investments, Inc.
    Iowa City, IA
  • 11/2018 → Present
    Bdkg Properties
    North Liberty, IA
  • 11/2019 → Present
    Wolf Creek Pork, Llc
    North Liberty, IA
  • 09/2019 → Present
    Wolf Creek Acres, Llc
    North Liberty, IA
  • 07/2021 → Present
    Shg Builders
    North Liberty, IA
  • 07/2021 → Present
    Ghs Development
    North Liberty, IA
Previous Registrations
Other Businesses

1) KMG Holdings, PO Box 78, North Liberty IA 52317. Owner, convenience store. 2hrs/moth. none during trading hrs. 2) Dumont Investments, Box 78 North Liberty IA 52317. Owner, Land development company. 2hrs/month. none during trading hrs. 3) GHS Development, North Liberty IA 52317. Residential housing development. 10 hrs/month, 5 during trading hrs. 4) JDSD Farms, PO Box 78 Salon IA 52333 Co-owner farm ground. 30 hrs/month. 10 hrs during trading. 5) JDSD Rentals, PO Box 78, North Liberty, IA 52317. Owner, real estate rentals. 30hrs/month. 10hrs during trading. 6) The Boulders, LLC, PO Box 78, North Liberty, IA 52317. Land development. 10 hrs/month, 5 during trading hrs. 7) Wealth Advisors Group LLC, 2771 Oakdale Blvd, Suite 1, Coralville IA 52341. advisor. 65 hrs/month all during trading hrs. 8) Jason Dumont, Sole Proprietor; Fixed Insurance Sales; Insurance Agent; Investment Related; Coralville, IA; Started 07/1993 9)BDKG Properties; Co-Owner; Real state holding company; ; Started 11/2018 10) Wolf Creek Pork, LLC; Co-Owner; Not Investment Related; 11/2019; North Liberty, IA; 10 Hours Per Month/0 Hours During Securities Trading 11) Wolf Creek Acres, LLC; Co-Owner; Not Investment Related; 09/2019; North Liberty, IA; 10 Hours per month/0 Hours during securities trading 12) SHG Builders; Owner; Not Investment Related; 07/2021; North Liberty, IA; 25 Hours per month/10 hours during securities trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-10
S63 Uniform Securities Agent State Law Examination 1994-06-28
  • S66 Uniform Combined State Law Examination
    2003-11-10
  • S63 Uniform Securities Agent State Law Examination
    1994-06-28

View on SEC IAPD

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