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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 with Cetera Investment Advisers LLC. Jason has been in the financial services industry since February 2007. Jason is registered with FINRA as a registered representative and is also registered with the state of Ohio as an investment advisor representative. Jason is a Certified Financial Planner. Jason holds the following securities licenses: Series 7, Series 63, and Series 65. Jason also holds the SIE exam. Jason is a member of FINRA. Jason works out of the Dayton, Ohio office of Cetera Investment Advisers LLC. Jason also works for Oakvest Financial, LLC. Jason is a resident of Dayton, Ohio.
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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2
OH
03/21/2024 - Present
Cetera Investment Advisers LLC (DAYTON OH)
IA
Issued 08/01/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/14/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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