Mason Yerian has been an investment adviser representative at Aegis Wealth Management since April 2026, and is not listed among the firm’s executive officers or direct owners.
Aegis Wealth Management, Inc. is a Guthrie Center, IA firm with $216M under management, 2,350 clients and 27 advisers across 29 offices, as of its August 2026 filing.
- – present · under a yearLancaster, OH · Adviser representative · Firm CRD 301990
Investment adviser representative registrations
Mason Yerian is registered as an investment adviser representative in 2 states. The first approvals date from April 2026; the most recent is Ohio, in May 2026.
- OhioSince 13 May 2026
- TexasSince 27 April 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 29 December 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Mason William Yerian
- CRD
- 8249651
- Firm
- Aegis Wealth Management · CRD 301990
- Office
- Lancaster, OH
- Registration
- Investment adviser registration
- In the industry since
- April 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Mason Yerian work?
Mason Yerian is an investment adviser representative registered through Aegis Wealth Management, Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Mason Yerian a financial advisor?
Yes. Mason Yerian has a current investment-adviser registration in Ohio and Texas, through Aegis Wealth Management since April 2026.
How many years of experience does Mason Yerian have?
Mason Yerian has 0 years in the financial industry, since April 2026, across 1 adviser firm.
What exams has Mason Yerian passed?
Mason Yerian passed the Series 65 in December 2025.
Where is Mason Yerian based?
Mason Yerian’s registered office is in Lancaster, OH.
Is Mason Yerian registered with FINRA?
No. Mason Yerian has no current broker registration.
How can I verify Mason Yerian’s record?
Search CRD 8249651 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mason Yerian’s full registration record.
