Unclaimed
Jaeson Michael Allan Lister is a financial advisor with Steward Partners Investment Advisory, LLC located in Austin, Texas. Jaeson has been in the financial industry since 2014. Prior to joining Steward Partners, Jaeson worked at Kestra Investment Services, LLC and Midwestern Securities Trading Company, LLC. Jaeson holds the Series 66, Series 53, Series 24, Series 52, Series 7 and SIE licenses. Jaeson has a specialization in providing financial consulting and financial planning services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
1
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 8/5/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/24/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 2/17/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 6/9/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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