Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Anthony Bottenfield is a financial advisor with Steward Partners Investment Advisory, LLC. Jason has been in the financial services industry since 2004. Jason has a broad range of experience in the industry, having worked with firms such as Morgan Stanley and Raymond James Financial Services, Inc. Jason specializes in helping individuals, families, and businesses with their financial planning needs. Jason is committed to providing personalized advice and guidance to his clients, helping them to achieve 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
TX
03/15/2019 - Present
Steward Partners Investment Advisory, LLC (Dallas TX)
TX
03/15/2019 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
TX
06/01/2009 - 03/18/2019
MORGAN STANLEY (DALLAS TX)
TX
08/24/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
IA
Issued 09/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/10/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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