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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 Adam Pearson is a financial advisor registered with Cetera Investment Advisers LLC. Jason has been in the financial services industry since February 14, 2007, and has a strong background in investment advisory. He has also been a registered representative with Cetera Advisors LLC since 2007 and holds the Series 7, 63, and 65 licenses. Jason has a focus on building long-term relationships with clients and provides a variety of services including financial planning, portfolio management, and retirement planning. In addition to his role with Cetera Investment Advisers LLC, Jason also owns Oakvest Financial, LLC, a financial services firm, and Oakvest Tax Services, a tax preparation firm. Jason is also employed by the City of Dayton as an Accounting Clerk III.
DAYTON, OH
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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OH
03/21/2024 - Present
Cetera Investment Advisers LLC (DAYTON OH)
IA
Issued 8/1/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/3/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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