Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Groth is an investment advisor representative registered with Equity Advisors, LLC. Jason has been in the securities industry since 1997 and has a broad range of experience working with individual clients. Jason has experience with various financial products and services. His focus is on helping clients reach their financial goals. Jason is registered with the state of California.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting services
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.
Referral fees
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2
CA
07/10/2024 - Present
Equity Advisors, LLC (San Diego CA)
CA
04/20/2017 - 08/06/2018
CROWN CAPITAL SECURITIES, L.P. (SAN DIEGO CA)
CA
02/09/2009 - 04/21/2017
INDEPENDENT FINANCIAL GROUP, LLC (SAN DIEGO CA)
CA
01/24/2007 - 02/26/2009
QA3 FINANCIAL CORP. (SAN DIEGO CA)
CA
06/10/1998 - 01/05/2007
AMERIPRISE FINANCIAL SERVICES, INC. (SAN DIEGO CA)
MN
06/10/1998 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
02/25/1998 - 04/09/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
02/25/1998 - 04/09/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
AZ
02/27/1998 - 03/04/1998
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
IA
Issued 12/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/11/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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