Unclaimed
Jason Kreke is an investment advisor representative at Faith Investor Services. Jason has been working in the industry since 2013 and is currently registered in Missouri and Texas. Jason has experience in both investment advisory and insurance sales. He specializes in providing financial planning and investment management services to individuals, investment companies, and businesses. Previously, Jason has worked with LPL Financial and Edward Jones.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
1
2
MO
10/17/2023 - Present
Faith Investor Services (St. Louis MO)
MO
02/27/2018 - 03/22/2019
LPL FINANCIAL LLC (DES PERES MO)
MO
02/22/2013 - 01/23/2018
EDWARD JONES (ST LOUIS MO)
BOTH
Issued 05/09/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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