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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Lewis is a registered representative and investment advisor representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Jason has been in the securities industry since September 2003. Previously, Jason worked with TD Ameritrade, Inc., Charles Schwab & Co., Inc., and Edward Jones. Jason has a Series 7, Series 63, and Series 66 license. Jason holds a specialization in fixed income, equities, mutual funds, options and variable annuities. Jason provides investment advisory services, including financial planning, pension consulting, and portfolio management. Jason's office is located in Leawood, Kansas.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
KS
04/30/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LEAWOOD KS)
KS
01/26/2022 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Leawood KS)
KS
03/04/2010 - 12/20/2023
TD AMERITRADE, INC. (Leawood KS)
MO
10/05/2009 - 01/07/2010
AMERIPRISE FINANCIAL SERVICES, INC. (KANSAS CITY MO)
MO
09/14/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (KANSAS CITY MO)
KS
06/24/2005 - 05/08/2006
INVEST FINANCIAL CORPORATION (OVERLAND PARK KS)
IL
02/28/2005 - 05/13/2005
STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)
CA
03/16/2004 - 09/03/2004
FORESTERS EQUITY SERVICES, INC. (SAN DIEGO CA)
TX
10/22/2003 - 01/20/2004
SWS FINANCIAL SERVICES (DALLAS TX)
MO
10/02/2002 - 05/16/2003
EDWARD JONES (ST. LOUIS MO)
MO
09/05/2001 - 08/12/2002
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 04/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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