Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Gower is a financial advisor with Creative Planning. Jason has been working in the financial services industry since 2003. Jason has a Series 6, 7, 63, and 66 license and is a Certified Financial Planner™. Jason has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Jason's previous experience includes working at Valmark Securities, Inc. and Raymond James Financial Services, Inc. Jason is committed to providing his clients with personalized financial advice and planning services.
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
TX
02/19/2020 - Present
Creative Planning (Addison TX)
TX
05/23/2007 - 09/03/2014
VALMARK SECURITIES, INC. (FORT WORTH TX)
TX
03/18/2004 - 11/07/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
NJ
06/13/2003 - 02/03/2004
FIRST INVESTORS CORPORATION (EDISON NJ)
BOTH
Issued 06/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/20/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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