RIA Intel›Advisers›Nebraska›JASON WEBSTER

JASON WEBSTER

Advisory

NE

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$239K

across 14 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

6 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NE

Closest by assets under management. All figures from Form ADV.

RESERVE WEALTH PLANNING, LLC

$3M

ECHO FINANCIAL LLC

$3M

ARMOURWEALTH MANAGEMENT, LLC

$3M

TRJ WEALTH MANAGEMENT, INC.

$2M

CANVAS RETIREMENT PLANNING LLC

$2M

MCTAGGART CAPITAL, LLC

$2M

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