Jason Wendell Rasp
Investment adviser representative at Rasp Wealth Solutions, LLC
11 yearsExperience
1 stateRegistered in
$105.8MFirm assets
2 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Rasp Wealth Solutions, LLCOct 2023 to now
- UBS Financial Services IncDec 2015 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (IN).
Rasp Wealth Solutions, LLC
$105.8MAssets managed
89Clients
2Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2689513
- Firm CRD
- 328248