Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jaeson? Claim Your ProfileJaeson Lister is a financial advisor with Steward Partners Investment Advisory, LLC, with over 9 years of experience in the financial services industry. Jaeson Lister holds the Series 7, Series 24, Series 52, Series 53, and Series 66 licenses, and is registered to provide investment advice in Texas. Before joining Steward Partners, Jaeson Lister was previously affiliated with KESTRA INVESTMENT SERVICES, LLC and MIDWESTERN SECURITIES TRADING COMPANY, LLC. Jaeson Lister specializes in providing financial planning, portfolio management, and selection of other advisers to individuals, corporations, charitable organizations, pension and profit-sharing plans, and other business entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
TX
03/27/2023 - Present
Steward Partners Investment Advisory, LLC (Austin TX)
TX
08/30/2016 - 03/24/2023
KESTRA INVESTMENT SERVICES, LLC (AUSTIN TX)
IL
06/09/2014 - 06/16/2016
MIDWESTERN SECURITIES TRADING COMPANY, LLC (EAST PEORIA IL)
BOTH
Issued 08/05/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 06/09/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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