Wells Fargo Advisors
47yrs
Top advisor by experience in The Woodlands
8yrs
Based in The Woodlands, Texas, Jason Henry is a fiduciary financial advisor with 8 years of industry experience. Jason has been with IAS Wealth Management since 2018. IAS Wealth Management offers financial planning and investment management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 583 advisors with offices in The Woodlands, and one of 547 fiduciaries.
At a glance
Experience8 years (since 2018)
How that compares ?8 years in the industry
Office9303 New Trails Drive Suite 450, The Woodlands, TX 77381
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$2.53 million
Advisors at the firm5
States licensed ?1 state
Services through IAS Wealth Management
Financial planningInvestment management for individuals and small businessesOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 65Uniform Investment Adviser Law Examination
Career
- 2018 – nowIAS Wealth Management, Inc.Current firm
Contact Jason
(281) 364-0606IAS Wealth Management main office 9303 New Trails Drive Suite 450The Woodlands, TX 77381Office · Get directions Firm websiteHTTP://WWW.IASWEALTH.COM
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Questions to ask Jason
Tailored to Jason’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Jason
How do I contact Jason?
Call IAS Wealth Management at (281) 364-0606 and ask for Jason Henry. Jason works from the The Woodlands, TX office.
How long has Jason been a financial advisor?
Jason has been in the industry since 2018, about 8 years. 8 years in the industry.
What licenses does Jason hold?
Series 65. Tap any license on this page to see what it allows.
Is Jason a fiduciary?
Jason is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Jason paid?
IAS Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Jason for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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