Brian Jass has been an investment adviser representative at Tailwinds Wealth since September 2022, and is not listed among the firm’s executive officers or direct owners. Brian Jass holds a Finance degree from Bethel University.
Tailwinds Wealth, LLC is a Vadnais Heights, MN firm with $193M under management, 268 clients and 7 advisers across 8 offices, as of its September 2026 filing.
Brian Jass is Partner & Advisor of Tailwinds Wealth. He works with families and individuals to build financial plans. He has more than fifteen years of experience and cofounded the firm.
Brian Jass’ longest registration was 6 years at Advisornet Wealth Management (2016–2022). Before joining Tailwinds Wealth in 2022, Brian Jass was registered through Great Waters Financial and Cetera Advisor Networks LLC.
- Tailwinds Wealth, LLCCurrent– present · 4 yearsArrington, TN · Adviser representative · Firm CRD 322924
- Great Waters Financial– · under a yearVadnais Heights, MN · Adviser representative · Firm CRD 308215
- Cetera Advisor Networks LLC– · 1 yearMinneapolis, MN · Adviser representative · Firm CRD 13572
- Advisornet Wealth Management– · 6 yearsVadnais Heights, MN · Adviser representative · Firm CRD 113074
- Wells Fargo Advisors, LLC– · 1 yearRoseville, MN · Adviser representative · Firm CRD 19616
Professional designations
Listed by Tailwinds Wealth
- Chartered Retirement Planning Counselor (CRPC®)
Investment adviser representative registrations
Brian Jass is registered as an investment adviser representative in 2 states. The first approvals date from September 2022; the most recent is Tennessee, in September 2026.
- MinnesotaSince 2 September 2022
- TennesseeSince 22 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 1 February 2016 |
| Series 7 | General Securities Representative Examination | 15 March 2012 |
| Series 63 | Uniform Securities Agent State Law Examination | 9 November 2010 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 28 October 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Brian Jeffrey Jass
- CRD
- 5837775
- Firm
- Tailwinds Wealth · CRD 322924
- Office
- Arrington, TN
- Registration
- Investment adviser registration
- In the industry since
- December 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- tailwindswealth.com
Where does Brian Jass work?
Brian Jass is an investment adviser representative registered through Tailwinds Wealth, LLC since September 2022, and is not listed among the firm’s executive officers or direct owners.
Is Brian Jass a financial advisor?
Yes. Brian Jass has a current investment-adviser registration in Minnesota and Tennessee, through Tailwinds Wealth since September 2022.
How many years of experience does Brian Jass have?
Brian Jass has 15 years in the financial industry, since December 2010, across 5 adviser firms.
What exams has Brian Jass passed?
Brian Jass has passed 4 licensing exams: the Series 6, Series 63, Series 7 and Series 65. The earliest, the Series 6, was passed in October 2010. FINRA credited Brian Jass with the SIE, which began in October 2018.
Where did Brian Jass work before Tailwinds Wealth?
Before Tailwinds Wealth, Brian Jass was registered through Great Waters Financial, April 2022 to August 2022; Cetera Advisor Networks LLC, January 2018 to February 2019; Advisornet Wealth Management, February 2016 to April 2022; Wells Fargo Advisors, LLC, January 2014 to January 2016.
Where is Brian Jass based?
Brian Jass’ registered office is in Arrington, TN.
Is Brian Jass registered with FINRA?
No. Brian Jass has no current broker registration.
How can I verify Brian Jass’ record?
Search CRD 5837775 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brian Jass’ full registration record.
