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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 Alexander Lipka is an investment advisor representative with Kathmere Capital Management, LLC in Wayne, PA. Jason has over 20 years of experience in the financial services industry and is registered to provide investment advice in Pennsylvania. Jason holds a Series 6, 7, 63, 65 and SIE license. Previously, Jason was a registered representative with Principal Securities, Inc. and Commonwealth Financial Network. Jason specializes in providing financial planning, portfolio management, and pension consulting services to individuals, families, 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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
03/27/2024 - Present
Kathmere Capital Management, LLC (WAYNE PA)
PA
11/08/2010 - 04/28/2022
PRINCIPAL SECURITIES, INC. (Wayne PA)
NY
02/20/2009 - 10/15/2010
COMMONWEALTH FINANCIAL NETWORK (RHINEBECK NY)
AZ
04/30/1997 - 11/13/2006
VANGUARD MARKETING CORPORATION (SCOTTSDALE AZ)
BC
Issued 08/23/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 12/05/2017
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 03/17/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2009
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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