Jason Hallonquist has been Member/CIO/Senior Advisor of Accredited Investor Services since June 2013, is a control person of the firm and directly owns between 25% and 50% of it.
Accredited Investor Services, LLC is a St. Cloud, MN firm with $591M under management, 561 clients and 9 advisers across 2 offices, as of its March 2026 filing.
Jason Hallonquist’s longest registration is the current one, 17 years at Accredited Investor Services since 2009. Before joining Accredited Investor Services in 2009, Jason Hallonquist was registered through Ais Planning.
- Ais Planning– · 6 yearsSt. Cloud, MN · Adviser representative · Firm CRD 121085
Investment adviser representative registrations
Jason Hallonquist is registered as an investment adviser representative in 4 states. The first approvals date from January 2009; the most recent is Arizona, in April 2022.
- ArizonaSince 21 April 2022
- FloridaSince 3 December 2014
- MinnesotaSince 9 December 2013
- TexasSince 13 January 2009
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 8 May 2001 |
| Series 63 | Uniform Securities Agent State Law Examination | 8 January 1993 |
| Series 7 | General Securities Representative Examination | 16 December 1992 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Cameron Hallonquist
- CRD
- 2241054
- Firm
- Accredited Investor Services · CRD 148821
- Role
- Member/CIO/Senior Advisor
- Office
- 622 ROOSEVELT ROAD, SUITE 160, St. Cloud, MN 56301
- Registration
- Investment adviser registration
- In the industry since
- June 2002
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Hallonquist work?
Jason Hallonquist has been Member/CIO/Senior Advisor of Accredited Investor Services, LLC since June 2013, and is a control person of the firm.
Is Jason Hallonquist a financial advisor?
Yes. Jason Hallonquist has a current investment-adviser registration in Arizona, Florida, Minnesota and Texas, through Accredited Investor Services since January 2009.
How many years of experience does Jason Hallonquist have?
Jason Hallonquist has 24 years in the financial industry, since June 2002, across 2 adviser firms.
What exams has Jason Hallonquist passed?
Jason Hallonquist has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in December 1992. FINRA credited Jason Hallonquist with the SIE, which began in October 2018.
Where did Jason Hallonquist work before Accredited Investor Services?
Before Accredited Investor Services, Jason Hallonquist was registered through Ais Planning, June 2002 to January 2009.
Where is Jason Hallonquist based?
Jason Hallonquist’s registered office is in St. Cloud, MN.
Is Jason Hallonquist registered with FINRA?
No. Jason Hallonquist has no current broker registration.
How can I verify Jason Hallonquist’s record?
Search CRD 2241054 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Hallonquist’s full registration record.