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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
1 states
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Jason Anthony Strandberg has worked in the securities industry since 2006. They have passed the Series 66 and 7 examinations. They are registered to provide investment advisory services in Iowa.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Iowa
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.

NICOLET WEALTH MANAGEMENTCurrent
4/17/2026Iowa City, IA
LPL FINANCIAL LLC
1/9/20174/24/2026Iowa City, IA
CETERA INVESTMENT ADVISERS LLC
1/21/20141/6/2017Burlington, IA
CETERA INVESTMENT SERVICES LLC
3/5/20131/21/2014Burlington, IA
U.S. BANCORP INVESTMENTS, INC.
6/1/20073/6/2013Farmington, MO

Official records & sources

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

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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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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