Jason Wayne Birdwell
Investment adviser representative at Main Street Financial Solutions, LLC
22 yearsExperience
1 stateRegistered in
$2.5BFirm assets
6 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 assetsHourlyFixed 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
22 years in the industry.
- Main Street Financial Solutions, LLC.Jan 2024 to now
- Osaic Wealth, Inc.Sep 2023 to Nov 2023
- Sagepoint Financial, Inc.Apr 2017 to Sep 2023
- Hd Vest Advisory ServicesJan 2014 to Apr 2017
- H.D. Vest Insurance Agency, Inc.Apr 2011 to Apr 2017
- H.D. Vest Investment ServicesApr 2011 to Apr 2017
- Renzi, Bernardi, Suarez & Co.Apr 2011 to Apr 2017
- Jason BirdwellJun 2004 to Oct 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 1 state (PA).
Main Street Financial Solutions, LLC
$2.5BAssets managed
2,111Clients
41Advisers
6 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
- 3255236
- Firm CRD
- 305834