Jason Ball is President/CEO and Chief Compliance Officer of Ball & Company Wealth Management, and is a control person of the firm. Jason Ball holds a B.A. in Finance from California State University at Northridge and a B.A. in Real Estate from California State University at Northridge.
Ball & Company Wealth Management, Inc. is a firm with $203M under management, 154 clients and 2 advisers in one office, as of its February 2026 filing.
Jason Ball has more than 28 years in the industry. He was a founding partner of Reed & Ball Wealth Management and assumed operation of the firm in 2016; under its new name, it is Ball & Company. He is a charter member of the Financial Planning Association and was the author and former instructor of The Fundamentals of Financial Planning, a five part course on the key concepts of financial planning and investing.
Jason Ball’s longest registration is the current one, 21 years at Ball & Company Wealth Management since 2005. Before joining Ball & Company Wealth Management in 2005, Jason Ball was registered through Linsco/Private Ledger Corp.
- Linsco/Private Ledger Corp.– · 8 yearsThousand Oaks, CA · Adviser representative · Firm CRD 6413
Professional designations
Listed by Ball & Company Wealth Management
- CFP®
Investment adviser representative registrations
Jason Ball is registered as an investment adviser representative in 2 states. The first approvals date from September 2007; the most recent is Tennessee, in December 2021.
- TennesseeSince 10 December 2021
- TexasSince 20 September 2007
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 24 | General Securities Principal Examination | 27 February 2004 |
| Series 31 | Futures Managed Funds Examination | 17 October 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 13 August 1996 |
| Series 7 | General Securities Representative Examination | 7 August 1996 |
- Name
- General Securities Principal Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Lindsay Ball
- CRD
- 2769170
- Firm
- Ball & Company Wealth Management · CRD 133950
- Role
- President/CEO; Chief Compliance Officer
- Office
- Brentwood, TN
- Registration
- Investment adviser registration
- In the industry since
- February 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- ballandcompany.com
Where does Jason Ball work?
Jason Ball is President/CEO; Chief Compliance Officer of Ball & Company Wealth Management, Inc., and is a control person of the firm.
Is Jason Ball a financial advisor?
Yes. Jason Ball has a current investment-adviser registration in Tennessee and Texas, through Ball & Company Wealth Management since June 2005.
How many years of experience does Jason Ball have?
Jason Ball has 27 years in the financial industry, since February 1999, across 2 adviser firms.
What exams has Jason Ball passed?
Jason Ball has passed 4 licensing exams: the Series 7, Series 63, Series 31 and Series 24. The earliest, the Series 7, was passed in August 1996.
Where is Jason Ball based?
Jason Ball’s registered office is in Brentwood, TN.
Is Jason Ball registered with FINRA?
No. Jason Ball has no current broker registration.
Is Jason Ball a CFP?
Ball & Company Wealth Management lists Jason Ball with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Jason Ball’s record?
Search CRD 2769170 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Ball’s full registration record.