Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Rockman is a financial advisor with Packerland Brokerage Services, Inc. with over 25 years of experience in the financial services industry. Jason provides financial planning and investment management services to individuals, families, and businesses. Jason is also a licensed insurance agent. Jason has a wide range of experience in the financial services industry and is committed to helping clients reach their financial goals.
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.
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.
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2
MO
05/28/2024 - Present
Packerland Brokerage Services, Inc. (Belton MO)
MO
06/08/2017 - 01/05/2023
SECURITIES MANAGEMENT & RESEARCH, INC. (Belton MO)
KS
03/21/2013 - 05/01/2017
QUESTAR CAPITAL CORPORATION (Overland Park KS)
KS
11/23/2010 - 12/31/2012
CLIENT ONE SECURITIES LLC (LEAWOOD KS)
KS
04/25/2007 - 03/29/2010
BROKER DEALER FINANCIAL SERVICES CORP. (LEAWOOD KS)
KS
01/15/2002 - 04/26/2007
SII INVESTMENTS, INC. (OVERLAND PARK KS)
NE
11/15/1999 - 01/11/2002
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CA
05/01/1997 - 04/20/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
07/17/1996 - 04/14/1997
BROKER DEALER FINANCIAL SERVICES CORP. (WEST DES MOINES IA)
BOTH
Issued 01/27/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/06/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/21/2001
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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