Chief Compliance Officer · Wealthstar Advisors, LLC
Jason A. Dallmann
CRD 4523789 · Named on Form ADV at one SEC-registered adviser
At a glance
Wealthstar Advisors, LLC, an SEC-registered wealth manager based in Plano, TX with $724 million in regulatory assets, lists Jason A. Dallmann on its Form ADV as Chief Compliance Officer, a control person.
Firms and roles
- Wealthstar Advisors, LLCChief Compliance OfficerWealth manager · Plano, TX · $724M in regulatory assets
AtlasMembers
Jason’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Erik L. WyseManaging Member, Wealthstar Advisors, LLC
- Jeffrey R. WolfManaging Member, Wealthstar Advisors, LLC
- Scott A. StocktonManaging Member, Wealthstar Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jason’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.