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Jason Paul Siko

Advisor at Fairway Investment Group, LLC — Wolverine, MI

Updated today

Credentials

Series 66

Experience

Location

Wolverine, MI

Fairway Investment Group, LLC logo

Fairway Investment Group, LLC

Team

Total advisors

29

Across 23 offices

Clients per advisor

29 Very Low

Avg AUM per client

$126,224 Very Low

HNW client ratio

1% Very Low

About

Jason Siko is a financial advisor with Fairway Investment Group, LLC and holds a Series 66 designation. He has experience working with Paradigm Equities, Inc. and MEA Financial Services since 2026, and has been involved with educational institutions including Grand Valley State University since 2012 and Clarkston Community Schools since 2022. Fairway Investment Group primarily serves members of the Michigan Education Association and their families, as well as individual clients, trusts, estates, and select businesses. The firm offers fee-based investment advisory and portfolio management services through LPL Financial-sponsored programs and operates mainly on a non-discretionary basis.

Client services

Based on Fairway Investment Group, LLC

Portfolio management Educational seminars or workshops

Expertise

Based on Fairway Investment Group, LLC

Wealth management Passive / index investing Real estate investing

Occupation focus

Based on Fairway Investment Group, LLC

Educators, Teachers, and Academics

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Fee options

Percentage

$0 - $4,999: may be subject to a small account balance fee by LPL Financial $5,000 - $9,999: 0.85% annually (Guided Wealth Portfolios) $10,000 - $24,999: 1.0% annually (Strategic Wealth Management and Optimum Market Portfolios) $25,000+: 1.5% annually (Model Wealth Portfolio); fees may vary by strategist or program manager

Commissions

Clients may purchase commission-based products through Paradigm Equities, Inc., separate from advisory fees.

Other

Account minimum: $5,000 Fee-only: Advisory fees based on assets under management, negotiable up to stated maximums; payable quarterly in advance.

Location

See office

Wolverine, MI

Wolverine MI

Advisors at this office

1

Most active in

Michigan

Work history

Paradigm Equities, Inc.

2026 - Present • 1 year

East Lansing, MI

MEA Financial Services

2026 - Present • 1 year

East Lansing, MI

Clarkston Community Schools

2022 - Present • 4 years

Clarkston, MI

Wayne RESA

2019 - 2022 • 3 years

Wayne, MI

Madonna University

2017 - 2019 • 2 years

Livonia, MI

Grand Valley State University

2012 - Present • 14 years

Grand Rapids, MI

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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William W

Series 63, Series 66

Indian River, MI

Private Advisor Group, LLC

William Weckesser is a financial advisor at Private Advisor Group, LLC with 39 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with LPL Financial, LLC since 2004. In addition to his advisory role, he is a commissioned notary, performing document notarizations. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering portfolio management, financial planning, and access to third-party asset management programs.

Retired Founder/Business Owner
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Michael R

Series 63, Series 65

Alanson, MI

Mass Mutual Investors Services

Michael Regan is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at MML Investors Services since 2017 and Mass Mutual Life Insurance Company since 2016, and previously spent five years at METLIFE SECURITIES Inc. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring its planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced

Brandon W

Series 66

Indian River, MI

Edward Jones

Brandon Weir is a financial advisor with Edward Jones in Indian River, MI, holding a Series 66 designation and six years of industry experience. Prior to joining Edward Jones in 2019, he worked in healthcare roles at Hurley Medical Center, MidMichigan Health, and McLaren Northern Michigan. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a wide range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Retirement income strategy General retirement planning Multi-generational wealth transfer Retirement plans for business owners (SEP, solo 401k) Wealth management Oil & Gas
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