Jason Woelm
About Jason Woelm
Jason Woelm is a Financial Services Representative at TD Ameritrade in Omaha, Nebraska, with a background in customer service and religious ministry.
Title and Current Position
Jason Woelm currently serves as a Financial Services Representative at TD Ameritrade. He began his tenure with the company in February 2018. Woelm's role involves providing financial advice and services to clients in Omaha, Nebraska.
Previous Work Experience
Before joining TD Ameritrade, Jason Woelm was a Financial Services Representative at Scottrade for two years, from 2016 to 2018, based in Saint Louis, Missouri. Prior to that, he worked as a Customer Service Specialist and Business Generalist at Edele and Mertz Hardware from 2012 to 2016. Other roles include a Customer Retentions Agent at Convergys in Cincinnati, Ohio, during 2011 and 2012, and pastoral roles such as Pastor of Student Ministries at Northwest Fellowship Baptist Church from 2007 to 2011, and Youth Pastor at Overland Park Christian Church from 2003 to 2004. Additionally, he worked as a Customer Service Representative at Edele and Mertz Hardware from 2001 to 2003.
Educational Background
Jason Woelm has a rich educational background in divinity. He earned his Master of Divinity from Trinity Evangelical Divinity School, completing his studies from 2009 to 2011. Before that, he pursued Divinity studies from 2006 to 2008. For his undergraduate education, he holds a Bachelor of Science in Biblical Studies from Southeastern University, where he studied from 1998 to 2001.
Finance Industry Certifications
Jason Woelm holds various industry-specific certifications essential for his role in financial services. He possesses FINRA Series 7 and Series 63 registrations—credentials that are pivotal for professionals in the financial services sector, ensuring they are qualified to provide financial advice and brokerage services.
Community Involvement
Jason Woelm volunteers as a Bible Teacher, showcasing his commitment to Christian education and discipleship. This role highlights his dedication to community service and spiritual guidance.