Jason Lennartson has been an investment adviser representative at Fiat Wealth Management since June 2026, and is not listed among the firm’s executive officers or direct owners.
Fiat Wealth Management LLC is a Wayzata, MN firm with $517M under management, 647 clients and 13 advisers across 5 offices, as of its July 2026 filing.
Jason Lennartson’s longest registration is the current one, 6 years at Pack Private Wealth, LLC since 2020. Before joining Fiat Wealth Management in 2026, Jason Lennartson was registered through RBC Capital Markets, LLC.
- Fiat Wealth ManagementCurrent– present · under a yearWayzata, MN · Adviser representative · Firm CRD 318201
- Pack Private Wealth, LLCAlso current– present · 6 yearsWayzata, MN · Adviser representative · Firm CRD 310523
- RBC Capital Markets, LLC– · 3 yearsMinnetonka, MN · Adviser representative · Firm CRD 31194
Investment adviser representative registrations
Jason Lennartson is registered as an investment adviser representative in 2 states. The first approvals date from October 2020; the most recent is Texas, in June 2026.
- MinnesotaSince 8 October 2020
- TexasSince 9 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 9 June 2017 |
| Series 7 | General Securities Representative Examination | 4 April 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason David Lennartson
- CRD
- 6733499
- Firm
- Fiat Wealth Management · CRD 318201
- Office
- 1905 WAYZATA BLVD, SUITE 320, Wayzata, MN 55391
- Registration
- Investment adviser registration
- In the industry since
- April 2017
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Lennartson work?
Jason Lennartson is an investment adviser representative registered through Fiat Wealth Management LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Jason Lennartson a financial advisor?
Yes. Jason Lennartson has a current investment-adviser registration in Minnesota and Texas, through Fiat Wealth Management since June 2026.
How many years of experience does Jason Lennartson have?
Jason Lennartson has 9 years in the financial industry, since April 2017, across 3 adviser firms.
What exams has Jason Lennartson passed?
Jason Lennartson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in April 2017. FINRA credited Jason Lennartson with the SIE, which began in October 2018.
Where did Jason Lennartson work before Fiat Wealth Management?
Before Fiat Wealth Management, Jason Lennartson was registered through RBC Capital Markets, LLC, June 2017 to October 2020.
Where is Jason Lennartson based?
Jason Lennartson’s registered office is in Wayzata, MN.
Is Jason Lennartson registered with FINRA?
No. Jason Lennartson has no current broker registration.
How can I verify Jason Lennartson’s record?
Search CRD 6733499 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Lennartson’s full registration record.