Jason Christopher Willenborg
Investment adviser representative at Accel Wealth Management
12 yearsExperience
1 stateRegistered in
$1.1BFirm assets
9 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
- Seminars and workshops
Experience
12 years in the industry.
- Accel Wealth ManagementMar 2019 to now
- Brokers International Financial ServicesMar 2019 to Aug 2020
- Premier AdvisorsSep 2008 to Nov 2019
- Ameritas Investment CorpSep 2008 to Mar 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (IA).
Accel Wealth Management
Legal name: Accel Wealth Management LLC
$1.1BAssets managed
1,381Clients
10Advisers
9 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
- 5158178
- Firm CRD
- 286201