Jason Clevlen has been Managing Member of Lake Hills Wealth Management since February 2017, is a control person of the firm and directly owns between 50% and 75% of it.
Lake Hills Wealth Management, LLC is an Austin, TX firm with $207M under management, 229 clients and 3 advisers across 2 offices, as of its February 2026 filing.
Jason Clevlen’s longest registration was 13 years at Ameriprise Financial Services, Inc. (2003–2017). Before joining Lake Hills Wealth Management in 2017, Jason Clevlen was registered through Ameriprise Financial Services, Inc.
- – present · 9 yearsAustin, TX · Adviser representative · Firm CRD 286175
- Ameriprise Financial Services, Inc.– · 13 yearsAustin, TX · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Jason Clevlen is registered as an investment adviser representative in Texas, since February 2017.
- TexasSince 17 February 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 24 July 2003 |
| Series 7 | General Securities Representative Examination | 14 July 2003 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Edward Clevlen
- CRD
- 4658819
- Firm
- Lake Hills Wealth Management · CRD 286175
- Role
- Managing Member
- Office
- 8601 RANCH ROAD 2222, BUILDING 1, SUITE 230, Austin, TX 78730
- Registration
- Investment adviser registration
- In the industry since
- July 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Clevlen work?
Jason Clevlen has been Managing Member of Lake Hills Wealth Management, LLC since February 2017, and is a control person of the firm.
Is Jason Clevlen a financial advisor?
Yes. Jason Clevlen has a current investment-adviser registration in Texas, through Lake Hills Wealth Management since February 2017.
How many years of experience does Jason Clevlen have?
Jason Clevlen has 23 years in the financial industry, since July 2003, across 2 adviser firms.
What exams has Jason Clevlen passed?
Jason Clevlen has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in July 2003. FINRA credited Jason Clevlen with the SIE, which began in October 2018.
Where did Jason Clevlen work before Lake Hills Wealth Management?
Before Lake Hills Wealth Management, Jason Clevlen was registered through Ameriprise Financial Services, Inc., July 2003 to February 2017.
Where is Jason Clevlen based?
Jason Clevlen’s registered office is in Austin, TX.
Is Jason Clevlen registered with FINRA?
No. Jason Clevlen has no current broker registration.
How can I verify Jason Clevlen’s record?
Search CRD 4658819 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Clevlen’s full registration record.