Jason L Behr

Current Employers

Employment History

• 09/2017 → 06/2021
  Td Ameritrade
  St. Louis, MO
• 09/2014 → 09/2019
  Self Employed
  Milwaukee, WI
• 06/2021 → 11/2023
  Raymond James Financial Services, Inc.
  Waukesha, WI
• 05/2021 → Present
  Morgan Aly Wealth Management
  Waukesha, WI
• 07/2021 → Present
  Morgan-Aly Wealth Management Group
  Waukesha, WI

Previous Registrations

• 2021-06-30 → 2023-12-05
  Raymond James Financial Services Advisors, Inc
  Waukesha, WI
• 2020-03-16 → 2021-07-02
  Td Ameritrade, Inc.
  St. Louis, MO
  Chicago, IL
  Mequon, WI
  Brookfield, WI
• 2020-03-16 → 2021-07-02
  Td Ameritrade Investment Management, Llc
  Brookfield, WI
  Mequon, WI

Other Businesses

(1)Name of Business: 123iMP LLC Address: 10700 W. Venture Dr. Suite G2, Franklin, WI, 53132, United States Activity Type: Other Position/Title: Associate/Employee Investment Related: No Start Date: 07/06/2023 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: A friend owns a small business and has a contract for a festival over a 4 day period. He needs an extra hand and asked if I could help train and supervise a few employees.\n\nthis will only be a 1 time engagement during the July 4th week (2)Name of Business: Early Music Now Address: 7325 W Wind Lake Rd, Wind Lake, WI, 53185, United States Activity Type: Non profit Position/Title: Officer - Treasurer Investment Related: Yes Start Date: 06/01/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Report to the Board member the current financial position of the organization and communicate with the organizations accounting firm. (3) Name of Business: Luther Memorial Chapel. Address: 3833 N Maryland Ave, Milwaukee, WI 53211. Activity Type: Non profit. Position: Trustee. Investment Related: Yes. Start Date: 1/15/2024. 1 hour per month. 1 hour per month during trading hours. Acts as trustee for his church.

Exams

• S66 Uniform Combined State Law Examination
  2020-03-14
• S63 Uniform Securities Agent State Law Examination
  2017-10-27