Jason Lincoln has been an investment adviser representative at Twin City Private Wealth since April 2025, and is not listed among the firm’s executive officers or direct owners. Jason Lincoln holds a Bachelor's degree in Business Administration and Marketing from Wingate University and a Master's degree from Carolina University.
Twin City Private Wealth, LLC is a Winston-Salem, NC firm with $151M under management, 291 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Jason Lincoln is Financial Advisor of Twin City Private Wealth. He joined the team with over 17 years of experience in the education industry, most recently as a professor at Forsyth Tech in Winston-Salem. He also has a background in real estate and property management.
- – present · 1 yearWinston-Salem, NC · Adviser representative · Firm CRD 315836
Investment adviser representative registrations
Jason Lincoln is registered as an investment adviser representative in North Carolina, since April 2025.
- North CarolinaSince 22 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Jason Brent Lincoln
- CRD
- 8031596
- Firm
- Twin City Private Wealth · CRD 315836
- Office
- 301 N MAIN STREET, SUITE 1902, Winston-Salem, NC 27101
- Registration
- Investment adviser registration
- In the industry since
- April 2025
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- twincitywealth.com
Where does Jason Lincoln work?
Jason Lincoln is an investment adviser representative registered through Twin City Private Wealth, LLC since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jason Lincoln a financial advisor?
Yes. Jason Lincoln has a current investment-adviser registration in North Carolina, through Twin City Private Wealth since April 2025.
How many years of experience does Jason Lincoln have?
Jason Lincoln has 1 year in the financial industry, since April 2025, across 1 adviser firm.
What exams has Jason Lincoln passed?
Jason Lincoln passed the Series 65 in April 2025.
Where is Jason Lincoln based?
Jason Lincoln’s registered office is in Winston-Salem, NC.
Is Jason Lincoln registered with FINRA?
No. Jason Lincoln has no current broker registration.
How can I verify Jason Lincoln’s record?
Search CRD 8031596 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Lincoln’s full registration record.
