Unclaimed Profile

Jason Alan Dumont

WEALTH ADVISORS GROUP, LLC·CORALVILLE, Iowa

SIE, Series 6, Series 7, Series 24, Series 51, Series 62, Series 63, Series 6626 years registeredWEALTH ADVISORS GROUP, LLC

2771 OAKDALE BOULEVARD,, CORALVILLE, IA 52241CRD# 2493241Firm CRD# 291648

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jason Alan Dumont · CORALVILLE, IA

Registration

CRD #2493241 · WEALTH ADVISORS GROUP, LLC · 26 years registered

Brand Profile

Not yet started

Career History

WEALTH ADVISORS GROUP, LLC

Jan 2018 – present

SII INVESTMENTS, INC.

Jan 2004 – Jan 2018

CORALVILLE, IA

INTERSECURITIES, INC.

Dec 1999 – Aug 2002

IOWA CITY, IA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 62

Series 63

Series 66

Registration record

First registered · December 27, 1999

Years registered · 26

Disclosure History

1998Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

WEALTH ADVISORS GROUP, LLC

CRD 291648 · SEC 801-112281

AUM

$179M

Regulatory assets under management

Employees

713 client accounts

Services offered by WEALTH ADVISORS GROUP, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at WEALTH ADVISORS GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Jason Alan Dumont offer?

Jason Alan Dumont specializes in Investment Management, Fee-Only Advisory. Contact their office in CORALVILLE, Iowa for a consultation.

What are Jason Alan Dumont's credentials?

Jason Alan Dumont is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jason Alan Dumont located?

Jason Alan Dumont is based in CORALVILLE, Iowa, working with WEALTH ADVISORS GROUP, LLC. Their office serves clients in the CORALVILLE metropolitan area and surrounding communities.

How does Jason Alan Dumont charge for services?

Jason Alan Dumont's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH ADVISORS GROUP, LLC?

WEALTH ADVISORS GROUP, LLC has approximately 2 employees and manages $179M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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