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Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Cole Mills 1 year, 2 months Sep 2018 - Present
Bridgetown Wealth Management (DBA) 2 years, 10 months Jan 2017 - Present
Ethos Inc. 2 years, 11 months Dec 2016 - Present
M & J Group, Inc 5 years, 10 months Jan 2014 - Present
Various Insurance Carriers for W & R Insurance Agencies 12 years, 3 months Aug 2007 - Present
Various Insurance Carriers for W & R Insurance Agencies 12 years, 3 months Aug 2007 - Present
Waddell & Reed Inc 12 years, 7 months Apr 2007 - Present
Felipe Joseph Jasso 12 years, 10 months Jan 2007 - Present
Jasso Construction Inc 8 years, 5 months Dec 2006 - May 2015

Designations & Memberships

  • Financial Planning Association
    Membership
    Financial Planning Association
    The Financial Planning Association (FPA®) is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. We help connect thousands of consumers to competent and ethical planners who uphold the FPA Standard of Care.

Articles and Answers

Insights by Felipe Jasso

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    May 22, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Advisor

Last updated on Aug. 7, 2019
    • $97.7M
      Total Assets Under Management
    • $0
      Total Assets Under Advisement
    • 303
      number of clients
    • $322.5K
      Estimated Average Account Balance Per Client

Waddell & Reed

Last updated on Oct. 7, 2019
    • $21.2B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 170K
      Accounts
    • $124.8K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees