Jason
Sauer

Advisor Resource Council

CRD#4966793
Investment Advisor
in Jenks, OK

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About this Advisor

Jason Sauer is a financial advisor based in Jenks, Oklahoma, working with Advisor Resource Council. Jason has previously held positions at U.S. Army, Regent Financial Services, Lpl Financial, LLC, Drawbridge Capital, LLC, Adaptation Financial Advisors Inc, Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, Advisor Resource Council LLC, Lpl Financial LLC, Miller Private Wealth LLC, and Red River Advisors. Jason has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Oklahoma. Currently, Jason is part of Advisor Resource Council, which operates out of Jenks, Oklahoma. The firm has 52 offices and 123 employees. The firm manages assets totaling $2.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Advisor Resource Council includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

715 W Main Street
Jenks, OK 74037

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Advisor Resource Council Brokerage Details

Total Assets Under Management

$2,452,820,334

OK Average: $3,042,739,679
Total Number of Employees

123

OK Average: 49
Total Number of Accounts

12,244

OK Average: 2,315
Average Account Size

$200,328

OK Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Jason Sauer Work History

2023 - Present (2 years)

Advisor Resource Council LLC

2023 - Present (2 years)

Lpl Financial LLC

2021 - 2023 (2 years)

Adaptation Financial Advisors Inc

2021 - 2023 (2 years)

Cambridge Investment Research, Inc

2021 - 2023 (2 years)

Cambridge Investment Research Advisors, Inc

2019 - 2021 (2 years)

Miller Private Wealth LLC

2019 - 2021 (2 years)

Red River Advisors

2017 - 2019 (2 years)

Regent Financial Services

2017 - 2019 (2 years)

Lpl Financial, LLC

2017 - 2019 (2 years)

Drawbridge Capital, LLC

1991 - 2020 (29 years)

U.S. Army

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Jason Sauer to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Advisor Resource Council

Cody Barclay
Dallas, TX
Gary Cowles
Dallas, TX
Joshua Ingram
Dallas, TX
Robert Hand
Tyler, TX
Todd Simmons
Mansfield, TX
Brandon Fresard
Southlake, TX
Benjamin Earls
Dallas, TX
Conor Shepard
Allen, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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