Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Andrew Black is a financial advisor with over 25 years of experience in the industry. Currently, Jason is a registered representative of LPL Financial LLC and is licensed in several states. Jason has previously worked for firms like Waddell & Reed, MML Investors Services, LLC, NYLIFE Securities LLC, MetLife Securities Inc., and Metropolitan Life Insurance Company. Jason holds several industry certifications, including Series 6, 7, 24, 63, and 66. Jason has a proven track record of providing financial guidance and investment solutions to a diverse clientele, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
10/31/2023 - Present
LPL Financial LLC (BEXLEY OH)
OH
05/01/2015 - 10/04/2018
WADDELL & REED (DUBLIN OH)
OH
05/29/2013 - 05/01/2015
MML INVESTORS SERVICES, LLC (COLUMBUS OH)
OH
08/19/2003 - 02/19/2013
NYLIFE SECURITIES LLC (MAUMEE OH)
MA
11/14/1997 - 07/30/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/14/1997 - 07/30/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BOTH
Issued 12/17/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/06/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/2004
Series 7 - General Securities Representative Examination
BC
Issued 11/13/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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