Jason Wenk has been an investment adviser representative at Graetz Wealth since December 2022, and is not listed among the firm’s executive officers or direct owners.
Graetz Wealth, LLC is a Jenison, MI firm with $158M under management, 321 clients and 3 advisers in one office, as of its March 2026 filing.
Jason Wenk is an investment adviser representative (IAR) at Graetz Wealth, LLC, based in Jenison, Michigan, where he manages his private client relationships. He began his career at Morgan Stanley in New York City at age 20, then built Retirement Wealth and FormulaFolios before founding Altruist. He is also a fintech executive, writer, and investment systems developer.
Jason Wenk’s longest registration was 12 years at Brookstone Wealth Advisors, LLC (2010–2022). Before joining Graetz Wealth in 2022, Jason Wenk was registered through Formula Folio Investments and Brookstone Wealth Advisors, LLC.
- Graetz WealthCurrent– present · 3 yearsManhattan Beach, CA · Adviser representative · Firm CRD 317857
- Formula Folio Investments– · 7 yearsGrand Rapids, MI · Adviser representative · Firm CRD 153467
- Brookstone Wealth Advisors, LLC– · 12 yearsWheaton, IL · Adviser representative · Firm CRD 137658
Investment adviser representative registrations
Jason Wenk is registered as an investment adviser representative in California, since December 2022.
- CaliforniaSince 9 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 June 2010 |
| Series 31 | Futures Managed Funds Examination | 26 January 2001 |
| Series 66 | Uniform Combined State Law Examination | 12 January 2001 |
| Series 7 | General Securities Representative Examination | 28 December 2000 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Futures Managed Funds Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Jason Robert Wenk
- CRD
- 4310095
- Firm
- Graetz Wealth · CRD 317857
- Office
- Manhattan Beach, CA
- Registration
- Investment adviser registration
- In the industry since
- June 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- graetzwealth.com
Where does Jason Wenk work?
Jason Wenk is an investment adviser representative registered through Graetz Wealth, LLC since December 2022, and is not listed among the firm’s executive officers or direct owners.
Is Jason Wenk a financial advisor?
Yes. Jason Wenk has a current investment-adviser registration in California, through Graetz Wealth since December 2022.
How many years of experience does Jason Wenk have?
Jason Wenk has 16 years in the financial industry, since June 2010, across 3 adviser firms.
What exams has Jason Wenk passed?
Jason Wenk has passed 4 licensing exams: the Series 7, Series 66, Series 31 and Series 65. The earliest, the Series 7, was passed in December 2000.
Where did Jason Wenk work before Graetz Wealth?
Before Graetz Wealth, Jason Wenk was registered through Formula Folio Investments, February 2014 to December 2021.
Where is Jason Wenk based?
Jason Wenk’s registered office is in Manhattan Beach, CA.
Is Jason Wenk registered with FINRA?
No. Jason Wenk has no current broker registration.
How can I verify Jason Wenk’s record?
Search CRD 4310095 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Wenk’s full registration record.