Jason Gregory has been an investment adviser representative at Asset Management Strategies since December 2017, and is not listed among the firm’s executive officers or direct owners.
Asset Management Strategies, Inc. is an Indianapolis, IN firm with $220M under management, 2,110 clients and 8 advisers across 3 offices, as of its March 2026 filing.
Jason Gregory’s longest registration is the current one, 8 years at Asset Management Strategies since 2017. Before joining Asset Management Strategies in 2017, Jason Gregory was registered through Waddell & Reed and Edward Jones.
- – present · 8 yearsLafayette, IN · Adviser representative · Firm CRD 135173
- Waddell & Reed– · 5 yearsIndianapolis, IN · Adviser representative · Firm CRD 866
- Edward Jones– · 3 yearsLafayette, IN · Adviser representative · Firm CRD 250
Investment adviser representative registrations
Jason Gregory is registered as an investment adviser representative in Indiana, since December 2017.
- IndianaSince 16 December 2017
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 11 October 2007 |
| Series 7 | General Securities Representative Examination | 26 September 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Ryan Gregory
- CRD
- 5400474
- Firm
- Asset Management Strategies · CRD 135173
- Office
- 100 Saw Mill Road, Suite 3300, Lafayette, IN 47905
- Registration
- Investment adviser registration
- In the industry since
- February 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Gregory work?
Jason Gregory is an investment adviser representative registered through Asset Management Strategies, Inc. since December 2017, and is not listed among the firm’s executive officers or direct owners.
Is Jason Gregory a financial advisor?
Yes. Jason Gregory has a current investment-adviser registration in Indiana, through Asset Management Strategies since December 2017.
How many years of experience does Jason Gregory have?
Jason Gregory has 18 years in the financial industry, since February 2008, across 3 adviser firms.
What exams has Jason Gregory passed?
Jason Gregory has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in September 2007. FINRA credited Jason Gregory with the SIE, which began in October 2018.
Where did Jason Gregory work before Asset Management Strategies?
Before Asset Management Strategies, Jason Gregory was registered through Waddell & Reed, February 2012 to October 2017; Edward Jones, October 2007 to October 2011.
Where is Jason Gregory based?
Jason Gregory’s registered office is in Lafayette, IN.
Is Jason Gregory registered with FINRA?
No. Jason Gregory has no current broker registration.
How can I verify Jason Gregory’s record?
Search CRD 5400474 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Gregory’s full registration record.
