Jason Lewis Wiseman

Thepartners Wealth Management

17 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningFinancial Planning & Coaching

Thepartners Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

31 advisors

Number of Clients

5,276 clients

Average Client Portfolio

$86K average

Assets Under Management

$454.5M

Fee Structure

Location

3707 E Southern Ave Suite 2049, Mesa, AZ, 85206

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History

Regulatory History (1)

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Customer Dispute

September 2010

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Jason sells insurance products for Transamerica Financial Advisors, Inc. He also refers clients for healthcare quotes through Revolt Healthcare Alliance, dedicates minimal time to JLW and Associates, LLC for tax filing and health insurance assistance, owns Jax Pro Pest Control, and consults for Budget Brothers Pest Control, spending about a quarter of his time on the latter.