Jasen Ronald Mangrum

Employer firm

Prime Capital Financial CRD 288712

$39.1B regulatory AUM 1,816 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2014 → 10/2017
  Lawing Financial
  Overland Park, KS
• 05/2014 → 04/2018
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2017 → Present
  Prime Capital Investment Advisors, Llc
  Overland Park, KS
• 04/2018 → Present
  Private Client Services
  Overland Park, KS

Previous Registrations

• 2014-07-16 → 2017-10-13
  Lawing Financial Inc
  Overland Park, KS

Other Businesses

1) PRIME CAPITAL INVESTMENT ADVISORS, LLC. 6201 COLLEGE BLVD, STE 150, OVERLAND PARK, KS 66211. IAR-SALE AND SERVICE OF FEE BASED ASSET MGMT. 160 HOURS/MO; 140 DURING TRADING HOURS. 2) PCRM.LLC. 6201 COLLEGE BLVD, STE 150, OVERLAND PARK, KS 66212. SALE OF OUTSIDE SALE AND SERVICE OF FIXED INSURANCE PRODUCTS THROUGH IMO (QUANTUM). ADVISOR. 5 HRS/MO; 5 DURING TRADING HRS. 3) CHHSZ HOLDINGS, LLC. 6201 COLLEGE BLVD, SUITE 150, OVERLAND PARK, KS 66211. CHHSZ HOLDINGS LLC IS A LIMITED LIABILITY COMPANY "LLC" FORMED IN OCTOBER 2019 UNDER THE LAWS OF THE STATE OF DELAWARE. CHHSZ HOLDINGS LLC IS THE SOLE OWNER OF PRIME CAPITAL INVESTMENT ADVISORS, LLC (PCIA) A FEDERALLY REGISTERED INVESTMENT ADVISOR. MEMBER PROVIDES PROFESSIONAL (INVESTMENT ADVISORY SERVICES AS AN IAR OF PCIA. <1 HR/MO; <1 DURING TRADING HRS.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-09

Other Names

• Jasen Mangrum