Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Alexander Driver is an investment advisor representative with over 30 years of experience in the financial services industry. Jason currently holds registrations with IC Advisory Services, Inc. and Adair Financial Private Client Group. Jason is a licensed insurance agent and offers various financial services, including financial planning, pension consulting, and portfolio management for 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.
Guidance on pension options to ensure a secure financial future.
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.
1
2
PA
09/11/2020 - Present
IC Advisory Services, Inc. (JENKINTOWN PA)
CA
02/11/2008 - 04/22/2019
DUNHAM & ASSOCIATES INVESTMENT COUNSEL, INC. (SAN DIEGO CA)
ND
11/06/2006 - 02/22/2008
INTEGRITY FUNDS DISTRIBUTOR, INC. (MINOT ND)
FL
07/01/2002 - 11/09/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
07/24/1993 - 07/03/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/28/1991 - 06/23/1993
HIBBARD BROWN & CO., INC. (NEW YORK NY)
IA
Issued 08/27/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/05/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/17/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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