JA
Jason Arredondo
Investment Advisor Representative at Iams Wealth Management
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Work Experience
Investment Advisor Representative
Jul 2021 - Present · 3 years and 5 months
Independent Insurance Agent
Jan 2013 - Present · 11 years and 11 months
Crowned Eagle Realty
Real Estate Agent
2009 - 2012 · 3 years
Company Details
51-200 Employees
IAMS Wealth Management is an SEC Registered Investment Advisor based in Omaha, Nebraska. We offer full-service back office solutions to more than 50 advisors throughout the United States. Our value is simple; we take on the time-consuming tasks of portfolio construction, business processing, trading, and billing to provide the advisor with more time to focus on what’s important – building relationships with clients and making sure their needs are met. As we like to say, focus on your client's needs and let us focus on the rest. Through our robust platform and full-service operations team we equip advisors with the system, training, and support necessary to scale their businesses. No matter if you’re a seasoned veteran looking for a more cost-effective home or new to managed money and building AUM from scratch, we’re prepared to help you grow. Please visit our website for full disclosures.
Year Founded
2017
Social Media
LinkedinFacebook
Industry
Investment Management, Other Financial Investment Activities, Finance and Insurance
HQ Location
14507 California St Omaha, Nebraska 68154, US
Keywords
Financial AdvisingIndependent Advisor and IARLocally owned & operatedCertified professionalsinvestment management servicesinvestment advisorywealth managementinvestment advisory serviceswealth management servicesinsurance marketing
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