Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jake? Claim Your ProfileJake Christopher O'Banion is a financial advisor with Ameritas Advisory Services, LLC, providing financial planning and portfolio management for individuals and businesses. Jake has been in the financial services industry since 2002 and has held registrations with both Country Capital Management Company and Sunset Financial Services, Inc.. Jake is a licensed representative with Ameritas Advisory Services, LLC and holds Series 6, 63, 26, and 65 licenses. Jake also has a history of working with Country Insurance & Financial Services and Ameritas Life Insurance Corp..
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Solicitor fees
1
2
WA
11/01/2021 - Present
Ameritas Advisory Services, LLC (EVERETT WA)
WA
06/10/2003 - 08/26/2021
COUNTRY CAPITAL MANAGEMENT COMPANY (EVERETT WA)
MO
10/29/2002 - 06/02/2003
SUNSET FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 10/18/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/07/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jake O'Banion is the right advisor for you? Invested Better is here to help.
