Jason
Falk
Mutual Of Omaha Investor Services, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jason Falk is a financial advisor who works out of Lynnwood, Washington with a total of 4 years of industry experience. Falk currently works for Mutual Of Omaha Investor Services, Inc. Their career trajectory has included roles at Wmsfp, Primo Painting, Clean Slate, Beth Westwind, Tavros Capital Partners, Sandlapper Securities, LLC, Mutual Of Omaha Insurance Company and Mutual Of Omaha Investor Services. Falk has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can work in Washington. Mutual Of Omaha Investor Services, Inc is a financial advisory business that has its headquarters in Omaha, NE. The company has offices in 114 locations and a total of 320 advisors. It has $14 million in assets across its 92 customer accounts, making it one of the smaller firms in the United States by assets under management. The firm advises 10 charitable organizations. Of its 92 client accounts, 16% belong to high-net-worth individuals who have greater than $1 million in investable assets. The advisory firm provides a set of services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fee schedules largely vary depending on which service is provided. However, fees charged by Mutual Of Omaha Investor Services, Inc can include any combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mutual Of Omaha Investor Services, Inc Brokerage Details
$14,275,270
320
92
$155,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jason Falk Work History
Jason has been registered as a financial advisor for 4 years.*
Mutual Of Omaha Insurance Company
Mutual Of Omaha Investor Services
Sandlapper Securities, LLC
Wmsfp
Primo Painting
Clean Slate
Beth Westwind
Tavros Capital Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jason Falk 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 Mutual Of Omaha Investor Services, Inc
Houston, TX
Saint Louis, MO
Concord, CA
Omaha, NE
Omaha, NE
Englewood, CO
Blue Bell, PA
Phoenix, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
