Jason Rasp has been CEO of Rasp Wealth Solutions since October 2023, is a control person of the firm and directly owns 75% or more of it. Jason Rasp studied at Purdue University.
Rasp Wealth Solutions, LLC is a firm with $106M under management, 89 clients and 2 advisers in one office, as of its September 2026 filing.
Jason Rasp is Advisor and Owner of RASP Wealth Solutions. He has been assisting clients navigate a wide variety of markets since 1996. His portfolio construction methods focus on quantitative and fundamentally driven techniques to identify investments, whether individual stocks, ETFs or mutual funds, for allocation to portfolios.
Jason Rasp’s longest registration was 7 years at UBS Financial Services Inc. (2015–2023). Before joining Rasp Wealth Solutions in 2023, Jason Rasp was registered through UBS Financial Services Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- Rasp Wealth Solutions, LLCCurrent– present · 3 yearsFishers, IN · Adviser representative · Firm CRD 328248
- UBS Financial Services Inc.– · 7 yearsIndianapolis, IN · Adviser representative · Firm CRD 8174
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 7 yearsIndianapolis, IN · Adviser representative · Firm CRD 7691
- Robert W. Baird & Co. Incorporated– · 6 yearsIndianapolis, IN · Adviser representative · Firm CRD 8158
Investment adviser representative registrations
Jason Rasp is registered as an investment adviser representative in Indiana, since October 2023.
- IndianaSince 20 October 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 22 December 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 26 February 1996 |
| Series 7 | General Securities Representative Examination | 22 January 1996 |
- 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 Wendell Rasp
- CRD
- 2689513
- Firm
- Rasp Wealth Solutions · CRD 328248
- Role
- CEO
- Office
- Fishers, IN
- Registration
- Investment adviser registration
- In the industry since
- February 1996
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- raspwealthsolutions.com
Where does Jason Rasp work?
Jason Rasp has been CEO of Rasp Wealth Solutions, LLC since October 2023, and is a control person of the firm.
Is Jason Rasp a financial advisor?
Yes. Jason Rasp has a current investment-adviser registration in Indiana, through Rasp Wealth Solutions since October 2023.
How many years of experience does Jason Rasp have?
Jason Rasp has 30 years in the financial industry, since February 1996, across 4 adviser firms.
What exams has Jason Rasp passed?
Jason Rasp has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in January 1996. FINRA credited Jason Rasp with the SIE, which began in October 2018.
Where did Jason Rasp work before Rasp Wealth Solutions?
Before Rasp Wealth Solutions, Jason Rasp was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2008 to December 2015; Robert W. Baird & Co. Incorporated, September 2001 to June 2008.
Where is Jason Rasp based?
Jason Rasp’s registered office is in Fishers, IN.
Is Jason Rasp registered with FINRA?
No. Jason Rasp has no current broker registration.
How can I verify Jason Rasp’s record?
Search CRD 2689513 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Rasp’s full registration record.
- Wendee ManiagoChief Operating Officer
- Sonia GoforthChief Compliance Officer