Jason Lee Kleemeier

Current Employers

Employment History

• 09/2009 → Present
  Kleemeier Financial Group
  Winterset, IA
• 06/2012 → 10/2017
  Investment Centers Of America
  Winterset, IA
• 10/2017 → 08/2025
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 10/2017 → 08/2025
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 08/2025 → Present
  Cetera Investment Advisors
  Schaumburg, IL
• 08/2025 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2023 → Present
  Cedar Bridge Properties
  Winterset, IA
• 06/2012 → Present
  Onewealth
  Winterset, IA
• 09/2009 → Present
  Integrity Financial Group
  Winterset, IA

Previous Registrations

• 2017-10-16 → 2025-08-19
  Cambridge Investment Research Advisors, Inc.
  Winterset, IA
• 2012-06-04 → 2017-10-16
  Investment Centers Of America, Inc.
  Bismarck, ND
  Winterset, IA
  West Des Moines, IA
• 2009-10-01 → 2012-06-07
  Woodbury Financial Services, Inc.
  Winterset, IA
  Winterset, IA
  Dakota Dunes, SD
• 2006-08-03 → 2009-10-14
  Cetera Wealth Services, Llc
  Nevada, IA
  Winterset, IA
  Minnetonka, MN

Other Businesses

1. NAME OF OTHER BUSINESS: LAKEVIEW COUNTRY CLUB INVESTMENT RELATED: NO ADDRESS: 3724 LAKEVIEW LANE, WINTERSET, IA 50273 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 10/2023 TITLE: TREASURER APX # OF HRS PER WK: 2 APX #OF HRS DURING TRADING HRS: 1 BRIEF DESCRIPTION OF DUTIES: HANDLE THE BOOKKEEPING FOR THE CLUB WHICH INCLUDES KEEPING TRACK OF INCOME AND EXPENSES, PAYING THE BILLS AND KEEPING TRACK OF MEMBERSHIPS; 2. NAME OF OTHER BUSINESS: WINTERSET COMMUNITY CHURCH INVESTMENT RELATED: NO ADDRESS: 113 S. 2ND STREET, WINTERSET, IA 50273 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 1/2006 TITLE: DEACON OF FINANCE APX # OF HRS PER WK: .5 APX #OF HRS DURING TRADING HRS: .5 BRIEF DESCRIPTION OF DUTIES: I PREPARE MONTHLY FINANCIAL REPORTS AND SEND OUT TO THE CHURCH LEADERSHIP. I ALSO RECEIVE COPIES OF THE BANK STATEMENTS AS A CHECKS AND BALANCE FOR THE PEOPLE WHO ARE ALLOWED TO WRITE CHECKS. I AM NOT ALLOWED TO WRITE CHECKS AND I AM NOT A DECISION MAKER ON ANY FINANCIAL DECISION FOR THE CHURCH; 3. NAME OF OTHER BUSINESS: CITY OF WINTERSET PARKS & REC DEPT INVESTMENT RELATED: NO ADDRESS: 124 W. COURT AVENUE, WINTERSET, IA 50273 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 4/2006 TITLE: BOARD MEMBER APX # OF HRS PER WK: 5 APX #OF HRS DURING TRADING HRS: 0 BRIEF DESCRIPTION OF DUTIES: WE MEET MONTHLY TO TALK MAKE DECISIONS FOR THE PARKS AND RECREATION DEPARTMENT; 4. NAME OF OTHER BUSINESS: CEDAR BRIDGE PROPERTIES INVESTMENT RELATED: NO ADDRESS: 3205 CEDAR BRIDGE ROAD, WINTERSET, IA 50273 NATURE OF BUSINESS: REAL ESTATE START DATE: 3/2023 TITLE: PRESIDENT APX # OF HRS PER WK: .5 APX #OF HRS DURING TRADING HRS: .5 BRIEF DESCRIPTION OF DUTIES: I AM 25% OWNER OF THIS BUSINESS. THE BUSINESS HOLDS JUST ONE PROPERTY AND WE LEASE IT OUT AS A SHORT TERM RENTAL(AIRBNB/VRBO). I COMMUNICATE WITH THE PROPERTY MANAGER AND HANDLE BOOKKEEPING FOR THIS BUSINESS. THE REST OF THE RESPONSIBILITIES FOR THIS BUSINESS; ARE HANDLED EQUALLY BY ALL FOUR OWNERS; 5. NAME OF OTHER BUSINESS: Titan Storage INVESTMENT RELATED: No ADDRESS: 1050 Madison Street, Norwalk, IA 50211 NATURE OF BUSINESS: partnership created to fund the construction and maintenance of a self-storage property START DATE: 4/2006 TITLE: Limited Partner APX # OF HRS PER WK: 0 APX #OF HRS DURING TRADING HRS: 0 BRIEF DESCRIPTION OF DUTIES: Investor; 6. NAME OF OTHER BUSINESS: INTEGRITY FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 9/2009 TITLE: MEMBER APX # OF HRS PER WK: .5 APX #OF HRS DURING TRADING HRS: .5 BRIEF DESCRIPTION OF DUTIES: THE PURPOSE OF THIS ENTITY IS JUST TO HANDLE THE SHARED REAL ESTATE BETWEEN MY BUSINESS AND TWO OTHERS: 7. NAME OF OTHER BUSINESS: KLEEMEIER FINANCIAL GROUP INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 9/2009 TITLE: FINANCIAL PROFESSIONAL APX # OF HRS PER WK: 40 APX #OF HRS DURING TRADING HRS: 40 BRIEF DESCRIPTION OF DUTIES: KLEEMEIER FINANCIAL GROUP IS THE LEGAL NAME OF MY FINANCIAL ADVISOR BUSINESS. I AM THE ONLY ADVISOR AND MAKE ALL OF THE DECISIONS FOR THIS BUSINESS AND DO ALL OF THE WORK INVOLVED WITH BEING AN FINANCIAL ADVISOR. 8. NAME OF OTHER BUSINESS: ONEWEALTH INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 6/2012 TITLE: FINANCIAL PROFESSIONAL APX # OF HRS PER WK: 40 APX #OF HRS DURING TRADING HRS: 40 BRIEF DESCRIPTION OF DUTIES: NAME USED TO MARKET.

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-20

Designations