Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Pinney is an investment advisor representative with Independent Financial Partners. Jason has been in the financial services industry for over 16 years and has a wide range of experience. Jason holds Series 7 and Series 66 licenses. Jason also offers insurance products through Cornerstone Property & Casualty, LLC.
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.
Personalized portfolio management to meet individual financial objectives.
Non-discretionary investment advice
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.
Percentage of assets under advisement
1
2
OK
06/23/2021 - Present
Independent Financial Partners (Edmond OK)
OK
07/22/2014 - 06/17/2021
MML INVESTORS SERVICES, LLC (OKLAHOMA CITY OK)
OK
03/30/2011 - 07/08/2014
ARVEST ASSET MANAGEMENT (BARTLESVILLE OK)
OK
09/30/2009 - 03/15/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (PONCA CITY OK)
OK
06/09/2006 - 09/30/2009
PRIMEVEST FINANCIAL SERVICES, INC. (PONCA CITY OK)
BOTH
Issued 08/31/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/07/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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