Jason Behr has been Owner of Morgan-Aly Wealth Management since January 2025, is a control person of the firm and directly owns between 50% and 75% of it. Jason Behr studied at the University of Wisconsin in Milwaukee.
Morgan-Aly Wealth Management, LLC is a Waukesha, WI firm with $105M under management, 157 clients and 2 advisers in one office, as of its April 2026 filing.
Jason Behr is Partner, Portfolio Manager & Wealth Advisor of Morgan-Aly Wealth Management Group, based in Waukesha, WI. Before joining Morgan-Aly, he held several positions at TD Ameritrade, including financial consultant, thinkorswim division member and IRA specialist in the investor services division. Day to day, he uses FactSet software to implement valuation formulas and takes part in conference calls with economists to help manage clients' investments.
Jason Behr’s longest registration is the current one, 2 years at Morgan-Aly Wealth Management since 2023. Before joining Morgan-Aly Wealth Management in 2023, Jason Behr was registered through Raymond James Financial Services Advisors, Inc and TD Ameritrade Investment Management, LLC.
- – present · 2 yearsWaukesha, WI · Adviser representative · Firm CRD 328483
- Raymond James Financial Services Advisors, Inc– · 2 yearsWaukesha, WI · Adviser representative · Firm CRD 149018
- TD Ameritrade Investment Management, LLC– · 1 yearBrookfield, WI · Adviser representative · Firm CRD 111514
- TD Ameritrade, Inc.– · 1 yearBrookfield, WI · Adviser representative · Firm CRD 7870
Professional designations
Listed by Morgan-Aly Wealth Management
- Accredited Investment Fiduciary (AIF®)
Investment adviser representative registrations
Jason Behr is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from December 2023; the most recent is Texas, in April 2024.
- TexasResidentSince 18 April 2024
- WisconsinSince 1 December 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 14 March 2020 |
| Series 3 | National Commodity Futures Examination | 6 March 2019 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 27 October 2017 |
| Series 7 | General Securities Representative Examination | 18 October 2017 |
- Name
- Uniform Combined State Law Examination
- Name
- National Commodity Futures Examination
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason L Behr
- CRD
- 6855194
- Firm
- Morgan-Aly Wealth Management · CRD 328483
- Role
- Owner
- Office
- N4W22370 BLUEMOUND RD, SUITE 204, Waukesha, WI 53186
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- morgan-aly.com
Where does Jason Behr work?
Jason Behr has been Owner of Morgan-Aly Wealth Management, LLC since January 2025, and is a control person of the firm.
Is Jason Behr a financial advisor?
Yes. Jason Behr has a current investment-adviser registration in Texas and Wisconsin, through Morgan-Aly Wealth Management since December 2023.
How many years of experience does Jason Behr have?
Jason Behr has 9 years in the financial industry, since October 2017, across 4 adviser firms.
What exams has Jason Behr passed?
Jason Behr has passed 4 licensing exams: the Series 7, Series 63, Series 3 and Series 66. The earliest, the Series 7, was passed in October 2017. FINRA credited Jason Behr with the SIE, which began in October 2018.
Where did Jason Behr work before Morgan-Aly Wealth Management?
Before Morgan-Aly Wealth Management, Jason Behr was registered through TD Ameritrade Investment Management, LLC, March 2020 to July 2021; TD Ameritrade, Inc., March 2020 to July 2021.
Where is Jason Behr based?
Jason Behr’s registered office is in Waukesha, WI.
Is Jason Behr registered with FINRA?
No. Jason Behr has no current broker registration.
How can I verify Jason Behr’s record?
Search CRD 6855194 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Behr’s full registration record.
