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Jason Allan Kreke

Faith Investor Services

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About Jason Allan Kreke

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.

Firm Information

Jason Kreke is currently registered with Faith Investor Services. Faith Investor Services is an investment advisor that offers financial planning and portfolio management services to individuals, investment companies, and pooled investment vehicles. The firm, headquartered in , manages approximately $110,329,859 in assets for 318 clients.

$110.33M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Kreke’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Allan Kreke.
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