Jason Douglass has been Managing Member of Douglass Investment Group since June 2024, is a control person of the firm and directly owns between 25% and 50% of it. Jason Douglass studied Barton School of Business at Wichita State University.
Douglass Investment Group LLC is a Wichita, KS firm with $174M under management, 142 clients and 2 advisers in one office, as of its March 2026 filing.
Jason Douglass is Partner and private wealth advisor at Douglass Investment Group. He has nearly two decades of experience in the financial industry and has been part of the team since 2006.
Jason Douglass’ longest registration was 7 years at Raymond James Financial Services Advisors, Inc (2017–2024). Before joining Douglass Investment Group in 2024, Jason Douglass was registered through Raymond James Financial Services Advisors, Inc and Wells Fargo Advisors Financial Network, LLC.
- Douglass Investment GroupCurrent– present · 2 yearsWichita, KS · Adviser representative · Firm CRD 331223
- Raymond James Financial Services Advisors, Inc– · 7 yearsWiichta, KS · Adviser representative · Firm CRD 149018
- Wells Fargo Advisors Financial Network, LLC– · 2 yearsWichita, KS · Adviser representative · Firm CRD 11025
- Wells Fargo Advisors, LLC– · 4 yearsWichita, KS · Adviser representative · Firm CRD 19616
Professional designations
Listed by Douglass Investment Group
- Certified Private Wealth Advisor® (CPWA)
Investment adviser representative registrations
Jason Douglass is registered as an investment adviser representative in Kansas, since July 2024.
- KansasSince 1 July 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 10 | General Securities Sales Supervisor - General Module Examination | 24 May 2018 |
| Series 9 | General Securities Sales Supervisor - Options Module Examination | 28 March 2018 |
| Series 66 | Uniform Combined State Law Examination | 1 October 2010 |
| Series 7 | General Securities Representative Examination | 10 September 2010 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Sales Supervisor - General Module Examination
- Name
- General Securities Sales Supervisor - Options Module Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Andrew Douglass
- CRD
- 5130770
- Firm
- Douglass Investment Group · CRD 331223
- Role
- Managing Member
- Office
- 9412 EAST CENTRAL AVENUE, Wichita, KS 67206
- Registration
- Investment adviser registration
- In the industry since
- September 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- douglassgroup.net
Where does Jason Douglass work?
Jason Douglass has been Managing Member of Douglass Investment Group LLC since June 2024, and is a control person of the firm.
Is Jason Douglass a financial advisor?
Yes. Jason Douglass has a current investment-adviser registration in Kansas, through Douglass Investment Group since July 2024.
How many years of experience does Jason Douglass have?
Jason Douglass has 16 years in the financial industry, since September 2010, across 4 adviser firms.
What exams has Jason Douglass passed?
Jason Douglass has passed 4 licensing exams: the Series 7, Series 66, Series 9 and Series 10. The earliest, the Series 7, was passed in September 2010. FINRA credited Jason Douglass with the SIE, which began in October 2018.
Where did Jason Douglass work before Douglass Investment Group?
Before Douglass Investment Group, Jason Douglass was registered through Raymond James Financial Services Advisors, Inc, April 2017 to July 2024; Wells Fargo Advisors Financial Network, LLC, March 2015 to April 2017; Wells Fargo Advisors, LLC, October 2010 to March 2015.
Where is Jason Douglass based?
Jason Douglass’ registered office is in Wichita, KS.
Is Jason Douglass registered with FINRA?
No. Jason Douglass has no current broker registration.
How can I verify Jason Douglass’ record?
Search CRD 5130770 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Douglass’ full registration record.
