Jason Andrew Prattes
Investment adviser representative at Prattes Wealth Partners
16 yearsExperience
3 statesRegistered in
$243.6MFirm assets
4 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 assetsHourlyPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Prattes Wealth PartnersJan 2020 to now
- Jason A Prattes Financial IncOct 2018 to now
- LPL Financial, LLCNov 2010 to Oct 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2005
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 3 states (CA, LA, TX).
Prattes Wealth Partners
Legal name: Jason A Prattes Financial Inc
$243.6MAssets managed
105Clients
1Advisers
4 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
- 4337307
- Firm CRD
- 298746