Jason Anthony Strandberg

Investment Adviser Representative at NICOLET WEALTH MANAGEMENT

Iowa City, IACRD #5037536Dual-registered

Disclosure(s) on record — see official records below

Sourced from SEC IAPD & FINRA BrokerCheck

Years of Experience

20 yrs

States Registered

11 states

Exams Passed

Registrations & licenses

Registration type

Dual-registered

Registered in 11 states

ArizonaArkansasFloridaIllinoisIowaMinnesotaMissouriNorth CarolinaTexasVirginiaWisconsin

Examinations passed

Series 66

Uniform Combined State Law Examination

Passed 4/21/2006

SIE

Securities Industry Essentials Examination

Passed 10/1/2018

Series 7

General Securities Representative Examination

Passed 1/26/2006

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model

Assets Under Management (AUM)

Blended rate

0.006

Source

NICOLET WEALTH MANAGEMENT Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

PRIVATE CLIENT SERVICES, LLCCurrent

4/17/2026 – Iowa City, IA

CETERA INVESTMENT SERVICES LLC

3/4/2013 – 1/6/2017BURLINGTON, IA

LPL FINANCIAL LLC

1/9/2017 – 4/24/2026IOWA CITY, IA

U.S. BANCORP INVESTMENTS, INC.

1/27/2006 – 3/6/2013FARMINGTON, MO

Official records & sources

FINRA BrokerCheck record

Official broker registration & regulatory record

SEC IAPD record

SEC investment adviser registration record

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Jason Anthony Strandberg has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.