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Jason Robert Egge is a financial advisor professional located in Windsor Heights, IA. They specialize in financial advisory. With over 27 years of experience, they bring deep expertise to every client.
Jason Robert Egge - Osaic Wealth, Inc. holds an active professional license (FINRA CRD) for your protection.
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Jason Robert Egge is a financial advisor based in Windsor Heights, Iowa, with 27 years of experience in the industry. He is registered with FINRA (Financial Industry Regulatory Authority) under CRD #3170272, which tracks his professional history and regulatory standing. Egge operates through Osaic Wealth, Inc., providing financial advisory services to clients seeking guidance on investment and wealth management matters.
Jason Robert Egge holds a FINRA CRD registration, which means he is registered with the Financial Industry Regulatory Authority—the self-regulatory organization that oversees brokers and investment professionals in the United States. This registration indicates he meets FINRA's qualification standards and is subject to their ongoing compliance and conduct rules. The CRD (Central Registration Depository) number tracks his regulatory history, disciplinary actions if any, and professional background. This registration is required for advisors who handle securities and investment products, ensuring accountability to regulatory oversight and client protection standards.