Jason Benson
Investment adviser representative at Mutual of Omaha Investor Services, Inc.
11 yearsExperience
1 stateRegistered in
$32MFirm assets
24 yearsFirm in business
Are you Jason Benson? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Mutual of Omaha Investor Services, Inc.Aug 2025 to now
- Mutual of Omaha Insurance CompanyJul 2025 to now
- ChipotleJan 2020 to May 2023
- St. Petersburg CollegeAug 2019 to May 2025
- North Shore Aquatic ComplexMay 2016 to May 2019
- Northeast HighschoolAug 2015 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2026
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (FL).
Mutual of Omaha Investor Services, Inc.
$32MAssets managed
7,025Clients
280Advisers
24 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
- 8148261
- Firm CRD
- 611