Jason Christopher Willenborg

Employer firm

Accel Wealth Management CRD 286201

$1.15B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 09/2008 → 03/2019
  Ameritas Investment Corp
  Lincoln, NE
• 09/2008 → 11/2019
  Premier Advisors
  Cedar Rapids, IA
• 03/2019 → 08/2020
  Brokers International Financial Services
  Cedar Rapids, IA
• 03/2019 → Present
  Accel Wealth Management
  Cedar Rapids, IA

Previous Registrations

• 2009-02-23 → 2019-03-21
  Ameritas Investment Company, Llc
  Lincoln, NE
  Cedar Rapids, IA
  Cedar Rapids, IA
  Iowa City, IA
  Lincoln, NE
• 2007-05-04 → 2008-09-03
  Edward Jones
  Cedar Rapids, IA
  St Louis, MO
  Marion, IA

Other Businesses

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; SAME AS BRANCH; INV REL; HELPING CLIENTS GROW AND PROTECT THEIR NET WORTH THROUGH RETIREMENT PLANNING; AGENT; START DATE=09/2008; HRS/MO=180; TRADING HRS/MO=160; INSURANCE SERVICES

Exams

• S66 Uniform Combined State Law Examination
  2007-05-01
• S63 Uniform Securities Agent State Law Examination
  2006-07-27

Other Names

• Jason C Willenborg