Jason Rush Witcher
Investment adviser representative at Wmg Financial Advisors, LLC
17 yearsExperience
1 stateRegistered in
$693.8MFirm assets
7 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
17 years in the industry.
- Wmg Financial Advisors, LLCMar 2018 to now
- (dba) Wmg Financial Advisors, LLCMar 2018 to now
- Witcher Cpa PllcMay 2009 to now
- Strategic Wealth Management Group, LLCJun 2015 to Mar 2018
- Concourse Financial Group Securities Inc (fka Proequities Inc)May 2015 to Apr 2024
- Brandon Police DepartmentAug 2011 to Feb 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 1 state (MS).
Wmg Financial Advisors, LLC
$693.8MAssets managed
1,655Clients
15Advisers
7 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
- 5825757
- Firm CRD
- 285824