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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 Aceituno is an investment advisor representative associated with World Investment Advisors, LLC. Jason has been in the industry since 2011. Jason holds the Series 66, SIE, Series 7, Series 34, and Series 3 licenses. Jason currently has one active investment advisor registration in California. Jason is affiliated with Pensionmark Securities, LLC and LPL Financial LLC and has previous affiliations with Lion Street Financial, LLC. Jason provides financial planning, pension consulting, and portfolio management for businesses and individuals.
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.
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CA
08/22/2018 - Present
World Investment Advisors, LLC (SAN MATEO CA)
CA
08/22/2018 - 11/02/2023
PENSIONMARK SECURITIES, LLC (San Mateo CA)
CA
01/30/2018 - 09/07/2018
LPL FINANCIAL LLC (SAN MATEO CA)
CA
09/14/2017 - 01/17/2018
LION STREET FINANCIAL, LLC (LIVERMORE CA)
BOTH
Issued 10/27/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2017
Series 7 - General Securities Representative Examination
BC
Issued 05/13/2011
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 05/03/2011
Series 3 - National Commodity Futures Examination
Active
Inactive
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