Unclaimed
Jason Hopkins is a financial advisor at First Command Advisory Services, based in Fort Worth, Texas. He has been in the financial services industry since May 2024. Jason holds a Series 63 and Series 65 license and has passed the Series 6TO and SIE exams. He is a registered representative in North Carolina and Virginia. Jason's background includes military service and he is currently a military officer for the United States Coast Guard. He is experienced in providing financial planning and portfolio management services to individuals and businesses.
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.
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
VA
07/05/2024 - Present
First Command Advisory Services (VIRGINIA BEACH VA)
IA
Issued 06/11/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 04/22/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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