Jason Tschudy (CRD# 3246794) is an Investment Advisor Representative working at &partners in Breese, IL and has over 22 years of experience in the finance industry. Jason Tschudy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6389695
Lpl Financial LLC
CRD# 6383147
Edward Jones
CRD# 2540163
Archford Capital Strategies, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wells Fargo Clearing Services LLC | St Louis, MO | Feb 2017 - Current | 7 |
| Commerce Bank | Arnold, MO | Jul 2014 - Nov 2016 | 2 |
| Pnc Bank | St. Louis, MO | Apr 2013 - Jul 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
| S66 | NASAA Uniform Combined State Law Examination | May 2017 |
- IL
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Total Assets Under Management1,173MILLIONS
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Total Number of Accounts3,051ACCOUNTS
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Average Account Value$384,484
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Commissions
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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