Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason George is a Certified Public Accountant with over 14 years of experience in the financial services industry. Jason is currently registered as an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. and holds a Series 65 license. Jason is passionate about providing comprehensive financial planning and investment management services to individuals, families, and businesses. Jason's expertise in tax and accounting makes him a valuable resource for clients looking to optimize their financial strategies. He is committed to building long-term relationships with clients and providing personalized service tailored to their unique needs and goals.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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2
TX
01/09/2024 - Present
Cambridge Investment Research Advisors, Inc. (Addison TX)
IA
Issued 12/04/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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