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Jason Vern Voelker

Investment Adviser Representative at AFFILIATED FINANCIAL ADVISORS INC

Milwaukee, WICRD #4727322Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
22 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Wisconsin
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/9/2004
Series 63
Uniform Securities Agent State Law Examination
Passed 2/27/2004
Series 7
General Securities Representative Examination
Passed 12/8/2003
Series 24
General Securities Principal Examination
Passed 8/24/2005

Approximate fees

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

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
All Assets0.50%
All Assets (Max)1.00%
Source

Affiliated Financial Advisors Inc Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

AFFILIATED FINANCIAL ADVISORS INCCurrent
7/13/2004Milwaukee, WI
CAPITAL FINANCIAL SERVICES, INC.
8/30/200512/31/2009Milwaukee, WI

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at AFFILIATED FINANCIAL ADVISORS INC

3 other advisors in the directory

View AFFILIATED FINANCIAL ADVISORS INC firm profile
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 Vern Voelker 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.

Jason Vern Voelker - Financial Advisor in Milwaukee, WI | AdvisorFinder