Jason Wiseman
Advisor at Your IA, LLC
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
Your IA, LLC
Location
Mesa, AZ 85206
Credentials
Series 63, Series 65
Industry experience
18 years
About
Jason Wiseman is a financial advisor at Your IA, LLC with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including The Partners Wealth Management and SCF Securities, Inc. Outside of his advisory role, he serves as president of the nonprofit Courage Under Cancer and is involved in a pest control business, Jax Pro Services Ltd. Your IA, LLC is an SEC-registered advisory firm providing customized investment advisory and financial planning services to individuals, families, trusts, and institutions. The firm uses model portfolios and third-party managers to tailor strategies that align with client goals and risk tolerances, maintaining trading authority even when delegating portfolio management.
Expertise
Based on Your IA, LLC
Wealth management
Active portfolio management
Tax-loss harvesting
Life insurance needs analysis
Fee options
Negotiable fixed fees for standalone financial planning services
$0+: Up to 2.40% maximum annualized advisory fee (total "All In" fee) composed of three components $0+: IAR Fee negotiated between client and IAR, up to 1.20% annually $0+: Model/Strategy Fee ranges from 0.00% to 0.80% annually depending on model/strategy $0+: Platform Fee of 0.40% annually
Negotiable hourly rate for additional personal administrative or special services and financial planning services
Fee-only: Fees based on assets under management, hourly fees, and fixed fees for financial planning services
Location
3707 E. Southern Ave., Suite 2049
Mesa, AZ 85206
Most active in
Jason W has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado
Work history
Your IA LLC
2025 - Present (1 year)
Courage Under Cancer
2025 - Present (1 year)
The Partners Wealth Management
2024 - Present (2 years)
Budget Brothers dba Jax Pro Pest
2024 - 2024 (1 year)
SCF Securities, Inc
2021 - 2024 (3 years)
Scf Investment Advisors, Inc
2021 - 2024 (3 years)
Revolt Healthcare Alliance
2020 - Present (6 years)
Jax Pro Services Ltd
2018 - Present (8 years)
Mesa United Way
2015 - 2020 (5 years)
Jlw And Assocaites, Llc
2012 - Present (14 years)
Transamerica Financial Advisors, Inc
2012 - 2021 (9 years)
Rotary International
2011 - 2020 (9 years)
Bni
2011 - 2024 (13 years)
Mesa Chamber Of Commerce
2010 - 2020 (10 years)
Wfg
2007 - Present (19 years)
RENTAL PROPERTY
2005 - 2018 (13 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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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