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Jason Irons is a financial advisor with Cambridge Investment Research Advisors, Inc. Jason has been working in the financial services industry since 2009. Jason is registered to provide investment advice in 18 states, including Texas, California, Florida, New York, and Illinois. Jason holds Series 63, Series 65, and Series 7 securities licenses as well as the SIE exam. Jason is a Certified Financial Planner and offers a variety of financial planning and investment management services to individuals, families, and small 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
TX
11/15/2010 - Present
Cambridge Investment Research Advisors, Inc. (ARLINGTON TX)
BC
Issued 03/15/2011
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/26/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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