Jason Eger
Advisor at Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Wealth Management
Location
Fort Collins, CO 80525
Credentials
Series 66
Industry experience
12 years
About
Jason Eger is a financial advisor at Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at Wealth Management LLC since 2019, previously serving at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. In addition to advising, he owns and operates EGER CPA PC, a CPA firm providing tax return preparation and business and individual advice. Outside of financial services, he is involved in retail through ownership of US Liberty Arms, LLC. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory-based approach using primarily passively managed mutual funds and ETFs.
Client services
Based on Wealth Management
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Sub-advisor and back office support services
Sub-advisor and back office support services
Expertise
Based on Wealth Management
Passive / index investing
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
General tax planning
Fee options
Fees may be negotiated including fixed fees for services
$0 - $49,999: 1.75% $50,000 - $199,999: 1.50% $200,000 - $499,999: 1.25% $500,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.90% $2,000,000 - $2,999,999: 0.80% $3,000,000 - $3,999,999: 0.70% $4,000,000 - $4,999,999: 0.60% $5,000,000+: 0.50%
Up to $250 per hour for financial planning services when charged separately
Fee-only: Hourly fees up to $250 per hour for financial planning services when charged separately; fees may be negotiated including fixed fees
Location
2726 Illinois Dr, Suite 201
Fort Collins, CO 80525
Most active in
Jason E has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Wealth Management LLC
2019 - Present (7 years)
Signator Investors, inc.
2016 - 2018 (2 years)
Transamerica Financial Advisors, Inc
2012 - 2016 (4 years)
Eger CPA PC
2009 - Present (17 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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