Jason Lewis Wiseman
Investment adviser representative at Your Ia, LLC
21 yearsExperience
3 statesRegistered in
$106.6MFirm assets
Under 1 yearFirm 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
Experience
21 years in the industry.
- Your Ia, LLCDec 2025 to now
- Common Sense FinancialDec 2025 to now
- Courage Under CancerJul 2025 to now
- Jax Pro Services LtdApr 2018 to now
- Jlw and Assocaites, LLCNov 2012 to now
- Thepartners Wealth ManagementSep 2024 to Dec 2025
- Budget Brothers dba Jax Pro PestJun 2024 to Nov 2024
- Scf Investment Advisors, IncDec 2021 to Oct 2024
- Scf Securities, IncDec 2021 to Oct 2024
- Revolt Healthcare AllianceJun 2020 to Dec 2025
- Mesa United WayAug 2015 to Oct 2020
- Transamerica Financial Advisors, IncJan 2012 to Dec 2021
- Rotary InternationalJul 2011 to Nov 2020
- BniFeb 2011 to Jan 2024
- Mesa Chamber of CommerceJan 2010 to Oct 2020
- WfgAug 2007 to Dec 2025
- Rental PropertyJan 2005 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, CO).
Your Ia, LLC
$106.6MAssets managed
190Clients
29Advisers
Under 1 yearIn 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
- 5443969
- Firm CRD
- 338535