Unclaimed
Jason Gove is a financial advisor with over 15 years of experience in the industry. Jason currently works for Capital Investment Advisors, LLC, where Jason holds registrations in both Arizona and Texas. Jason has previously been employed at LPL Financial LLC, Griffin Capital Securities, LLC, Cole Capital Corporation, USAA Financial Advisors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Jason is a Series 7 and Series 66 licensed financial advisor with specializations in retirement planning, insurance and financial planning. Jason has experience working with both individuals and retirement plans.
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.
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.
Percentage of plan assets
1
2
AZ
04/18/2022 - Present
Capital Investment Advisors, LLC (Phoenix AZ)
AZ
09/27/2017 - 11/09/2021
LPL FINANCIAL LLC (PHOENIX AZ)
AZ
01/23/2017 - 08/28/2017
GRIFFIN CAPITAL SECURITIES, LLC (Phoenix AZ)
AZ
08/05/2014 - 01/18/2017
COLE CAPITAL CORPORATION (PHOENIX AZ)
AZ
05/18/2007 - 07/24/2014
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
AZ
03/09/2006 - 04/17/2007
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SCOTTSDALE AZ)
BOTH
Issued 10/12/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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