Jason
Egge

Securities America Advisors, Inc

CRD#3170272
Investment Advisor
in West Des Moines, IA
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About this Advisor

Jason Egge is a financial advisor whose office is in West Des Moines, Iowa. Currently a registered financial advisor at Securities America Advisors, Inc, they have accumulated 14 years of work experience in the financial advisory industry. Egge holds Series 65 and Series 63 licenses, designating the advisor as both a securities agent and an investment advisor representative. Egge is registered to work with customers in Iowa. During their career, the advisor has held roles at Banker'S Trust, Fintegra, LLC, Securities America Advisors and Securities America Inc. Securities America Advisors, Inc is based out of West Des Moines, Iowa, and has 1,238 brick-and-mortar locations in the country. In total, Securities America Advisors, Inc manages $22 billion in assets throughout 141,149 accounts and retains more than 1,875 people. The level of assets currently under the firm's management makes it one of the biggest financial advisory firms in the nation. The firm manages 77,459 accounts on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 10% of the investment firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Securities America Advisors, Inc can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 65, Series 63

Years of Experience

14 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

620 S 60Th St
West Des Moines, IA 50266

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

IA Average: $1,978,216,465
Total Number of Employees

1,992

IA Average: 226
Total Number of Accounts

154,747

IA Average: 7,467
Average Account Size

$141,440

IA Average: $264,928

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Jason Egge Work History

Jason has 14 years of experience.

2016 - Present (3 years)

Securities America Advisors

2015 - Present (4 years)

Securities America Inc

2004 - Present (15 years)

Banker'S Trust

2004 - 2015 (11 years)

Fintegra, LLC

Disclosures

Jason Egge has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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