Jason David Lennartson
Investment adviser representative at Fiat Wealth Management
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$517.4MFirm assets
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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
11 years in the industry.
- Fiat Wealth ManagementJun 2026 to now
- Pack Private Wealth, LLCOct 2020 to now
- RBC Capital Markets, LLCNov 2016 to Oct 2020
- Riverbridge PartnersNov 2015 to Nov 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 2 states (MN, TX).
Fiat Wealth Management
Legal name: Fiat Wealth Management LLC
$517.4MAssets managed
647Clients
16Advisers
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
- 6733499
- Firm CRD
- 318201