Unclaimed Profile

Jason Andrew Douglass

DOUGLASS INVESTMENT GROUP LLC·WICHITA, Kansas

SIE, Series 7, Series 9, Series 10, Series 66Clean record15 years registeredDOUGLASS INVESTMENT GROUP LLC

9412 EAST CENTRAL AVENUE, WICHITA, KS 67206CRD# 5130770Firm CRD# 331223

Profile Verification

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

Identity

Jason Andrew Douglass · WICHITA, KS

Registration

CRD #5130770 · DOUGLASS INVESTMENT GROUP LLC · 15 years registered

Brand Profile

Not yet started

Career History

DOUGLASS INVESTMENT GROUP

Jul 2024 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Apr 2017 – Jul 2024

WIICHTA, KS

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Mar 2015 – Apr 2017

WICHITA, KS

WELLS FARGO ADVISORS, LLC

Oct 2010 – Mar 2015

WICHITA, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 66

Registration record

First registered · October 4, 2010

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DOUGLASS INVESTMENT GROUP LLC

CRD 331223 · SEC 801-130445

AUM

$162M

Regulatory assets under management

Employees

596 client accounts

Services offered by DOUGLASS INVESTMENT GROUP LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at DOUGLASS INVESTMENT GROUP LLC →

Introduction

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Frequently Asked Questions

What services does Jason Andrew Douglass offer?

Jason Andrew Douglass specializes in Investment Management, Fee-Only Advisory. Contact their office in WICHITA, Kansas for a consultation.

What are Jason Andrew Douglass's credentials?

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

Where is Jason Andrew Douglass located?

Jason Andrew Douglass is based in WICHITA, Kansas, working with DOUGLASS INVESTMENT GROUP LLC. Their office serves clients in the WICHITA metropolitan area and surrounding communities.

How does Jason Andrew Douglass charge for services?

Jason Andrew Douglass'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 DOUGLASS INVESTMENT GROUP LLC?

DOUGLASS INVESTMENT GROUP LLC has approximately 3 employees and manages $162M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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