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Jasen Lee Wallace
Certified Financial Planner™ Professional
Savant Wealth Management4101 Parkstone Heights Dr., Suite 210, Austin, TX 78746
Broker Affiliation: Ameritas Investment Corp.
Languages: English
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Disclosures
Jasen Wallace, CFP® offers products and services using the following business names: Weinheimer Wealth Management – insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC – securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC and AAS are not affiliated with Weinheimer Wealth Management.
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.