Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Phipps is a financial advisor with over 20 years of experience in the financial services industry. Jason has worked with multiple firms, including Raymond James Financial Services, Inc. and Cetera Investment Services LLC, before joining Park Avenue Securities LLC in 2022. Jason offers a variety of financial services, including financial planning, portfolio management, and educational seminars. Jason is registered with the Securities and Exchange Commission (SEC) and holds FINRA Series 63, 66, 7, and 24 licenses. Jason serves clients in multiple states including Alabama, California, Florida, Illinois, Indiana, Kentucky, Maine, Maryland, Michigan, New York, North Carolina, Ohio, South Carolina, Texas, Washington, and Wisconsin.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
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2
OH
08/11/2022 - Present
Park Avenue Securities LLC (WEST CHESTER OH)
OH
04/15/2015 - 10/15/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (WILMINGTON OH)
OH
06/18/2007 - 04/15/2015
CETERA INVESTMENT SERVICES LLC (WILMINGTON OH)
OH
04/05/2006 - 07/16/2007
LINSCO/PRIVATE LEDGER CORP. (WILMINGTON OH)
MN
06/22/2005 - 04/05/2006
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
OH
07/11/2002 - 06/21/2005
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
RI
08/03/2001 - 07/01/2002
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
BOTH
Issued 03/13/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/05/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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