Jasen Lee Wallace,  CFP<sup>&reg;</sup> - Financial Advisor

Jasen Lee Wallace, CFP®

Associate Wealth Advisor

Weinheimer Wealth Management

4101 Parkstone Heights Dr., Suite 210
Austin, TX 78746
FINANCIAL ADVISOR'S WEBSITE
(512) 372-8118 CONNECT WITH Jasen
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General

Jasen Wallace is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Weinheimer Wealth Management in Austin, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Broker-Dealer Affiliation

Ameritas Investment Corp.

Broker-Dealer Disclaimer

Jasen Wallace, CFP® is a Registered Representative and Investment Advisor Representative offering securities and investment advisory services solely through Ameritas Investment Corp. (AIC). Member FINRA/SIPC, a registered broker/dealer and registered investment advisor. AIC and Weinheimer Wealth Management are not affiliated. Additional products and services may be available through Jasen Wallace, CFP® or Weinheimer Wealth Management that are not offered through AIC. Representatives of AIC do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your circumstances.

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Limited Partnerships, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Tangible Assets, Long-term Care, Succession Planning, Sudden Wealth

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