Jason Brustkern has been an investment adviser representative at Kelley Investments since September 2026, and is not listed among the firm’s executive officers or direct owners.
Kelley Investments, LLC is a firm with $238M under management, 216 clients and 3 advisers across 2 offices, as of its September 2026 filing.
- Kelley InvestmentsCurrent– present · under a yearWaterloo, IA · Adviser representative · Firm CRD 119099
Investment adviser representative registrations
Jason Brustkern is registered as an investment adviser representative in 2 states. Each was approved in September 2026.
- CaliforniaSince 18 September 2026
- IowaSince 18 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 18 September 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason John Brustkern
- CRD
- 8341838
- Firm
- Kelley Investments · CRD 119099
- Office
- Waterloo, IA
- Registration
- Investment adviser registration
- In the industry since
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Brustkern work?
Jason Brustkern is an investment adviser representative registered through Kelley Investments, LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jason Brustkern a financial advisor?
Yes. Jason Brustkern has a current investment-adviser registration in California and Iowa, through Kelley Investments since September 2026.
How many years of experience does Jason Brustkern have?
Jason Brustkern has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Jason Brustkern passed?
Jason Brustkern passed the Series 65 in September 2026.
Where is Jason Brustkern based?
Jason Brustkern’s registered office is in Waterloo, IA.
Is Jason Brustkern registered with FINRA?
No. Jason Brustkern has no current broker registration.
How can I verify Jason Brustkern’s record?
Search CRD 8341838 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Brustkern’s full registration record.
