Jason Christopher Willenborg
Investment Adviser Representative at Accel Wealth Management
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Jason Christopher Willenborg is an investment adviser representative with Accel Wealth Management in Cedar Rapids, IA, where they have been registered since 2019. They have worked in the securities industry since 2006 and have been registered with 3 firms, including Ameritas Investment Corp and Edward Jones. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Iowa.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Iowa
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Ameritas Investment CorpSep 2008 – Mar 2019Lincoln, NE
- Premier AdvisorsSep 2008 – Nov 2019Cedar Rapids, IA
- Brokers International Financial ServicesMar 2019 – Aug 2020Cedar Rapids, IA
- Accel Wealth ManagementMar 2019 – no end date reportedCedar Rapids, IA
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Accel Wealth Management
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Individual, business, and agribusiness insurance solutions, strategic counsel, employee benefits, financial and risk management services, risk management audits, and safety training.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 10
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Waverly, IA
- SEC file number:
- 801-108814
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 4, 2026
View full firm profileOther advisors at Accel Wealth Management
9 other advisors in the directory
Similar advisors in Cedar Rapids, IA
Other advisors whose filed branch office is in the same city.
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 Christopher Willenborg 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.
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