Jason Wiseman has been an investment adviser representative at Your Ia since December 2025, and is not listed among the firm’s executive officers or direct owners.
Your Ia, LLC is a St. George, UT firm with $107M under management, 190 clients and 15 advisers across 20 offices, as of its August 2026 filing.
Jason Wiseman’s longest registration was 9 years at Transamerica Financial Advisors, Inc. (2012–2021). Before joining Your Ia in 2025, Jason Wiseman was registered through Thepartners Wealth Management and SCF Investment Advisors, Inc.
- Thepartners Wealth Management– · 1 yearMesa, AZ · Adviser representative · Firm CRD 314816
- SCF Investment Advisors, Inc.– · 2 yearsMesa, AZ · Adviser representative · Firm CRD 123608
- Transamerica Financial Advisors, Inc.– · 9 yearsMesa, AZ · Adviser representative · Firm CRD 16164
- Investment Advisors International, Inc.– · 2 yearsMesa, AZ · Adviser representative · Firm CRD 139233
Investment adviser representative registrations
Jason Wiseman is registered as an investment adviser representative in 3 states. The first approvals date from December 2025; the most recent is Colorado, in January 2026.
- ArizonaSince 12 January 2026
- CaliforniaSince 4 December 2025
- ColoradoSince 26 January 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 30 July 2008 |
| Series 63 | Uniform Securities Agent State Law Examination | 28 February 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 11 January 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Jason Lewis Wiseman
- CRD
- 5443969
- Firm
- Your Ia · CRD 338535
- Office
- 3707 E. SOUTHERN AVE., SUITE 2049, Mesa, AZ 85206
- Registration
- Investment adviser registration
- In the industry since
- January 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Jason Wiseman work?
Jason Wiseman is an investment adviser representative registered through Your Ia, LLC since December 2025, and is not listed among the firm’s executive officers or direct owners.
Is Jason Wiseman a financial advisor?
Yes. Jason Wiseman has a current investment-adviser registration in Arizona, California and Colorado, through Your Ia since December 2025.
How many years of experience does Jason Wiseman have?
Jason Wiseman has 18 years in the financial industry, since January 2008, across 5 adviser firms.
What exams has Jason Wiseman passed?
Jason Wiseman has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in January 2008. FINRA credited Jason Wiseman with the SIE, which began in October 2018.
Where did Jason Wiseman work before Your Ia?
Before Your Ia, Jason Wiseman was registered through SCF Investment Advisors, Inc., December 2021 to October 2024; Transamerica Financial Advisors, Inc., January 2012 to December 2021; Investment Advisors International, Inc., March 2009 to January 2012.
Where is Jason Wiseman based?
Jason Wiseman’s registered office is in Mesa, AZ.
Is Jason Wiseman registered with FINRA?
No. Jason Wiseman has no current broker registration.
How can I verify Jason Wiseman’s record?
Search CRD 5443969 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Jason Wiseman’s full registration record.