Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
26 years
Location
Albia, IA 52531
OSAIC
Institution
Jason Summers is a financial advisor with OSAIC and holds Series 63 and Series 66 credentials. He has 26 years of industry experience, including 12 years at SagePoint Financial and three years at OSAIC. In addition to his advisory work, Summers is a sports radio broadcaster for KIIC Radio and serves on the board of directors for Monroe County Hospital. OSAIC Wealth, Inc. serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services through a large network of affiliated advisers and employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across a range of asset types.
Based on OSAIC
Based on OSAIC
Fixed or flat fees for financial planning and consulting services generally range up to $25,000, fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000.
Advisory Representatives also receive commissions for brokerage and insurance products sold through Osaic Wealth as a broker-dealer.
Hourly fees generally range from $0 - $750 per hour for financial planning and consulting, and $50 - $750 per hour for Non-Discretionary Investment Advisory Services.
Account minimum: $5,500 Fee-only: Hourly fees for financial planning or consulting services generally range from $0 - $750 per hour, not exceeding $25,000 total fees. Fixed or flat fees for financial planning and consulting generally range up to $25,000, and fixed fees for Non-Discretionary Investment Advisory Services range from $500 - $15,000, hourly fees $50 - $750 per hour.
Albia, IA
13 Benton Avenue East
Albia IA 52531
Advisors at this office
1
Iowa
26 years of industry experience
OSAIC
2023 - Present • 3 years
Albia, IA
SAGEPOINT FINANCIAL
2011 - 2023 • 12 years
Albia, IA
Monroe County Hospital
2010 - Present • 16 years
Albia, IA
KIIC Radio
2008 - Present • 18 years
Albia, IA
Johnson Insurance Sales Corp
1996 - Present • 30 years
Albia, IA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 66
Albia, IA
Edward Jones
Cassandra Rennels is a Series 66-licensed financial advisor at Edward Jones with five years of experience. She previously held roles at Justrite Safety Group, Rural King Supply, and First Farmers Bank & Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Series 63, Series 66
Albia, IA
Edward Jones
Bryan Crosser is a financial advisor with Edward Jones in Albia, IA, holding Series 63 and Series 66 credentials and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of advising, he is involved in multiple business ventures including ownership of a family farm and managing a sports complex and a golf simulator rental company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and supports over 23,700 financial advisors across the U.S.
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