Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Mead is a financial advisor with over 16 years of experience in the financial services industry. Jason has a proven track record of providing personalized financial planning and investment management services to individuals, families, and businesses. Jason is currently registered with Osaic Wealth, Inc. and has previously been registered with Woodbury Financial Services, Inc., Capital One Investing, LLC, Capital One Investment Services LLC, CETERA INVESTMENT SERVICES LLC, NBC SECURITIES, INC., Pan-American Financial Advisers, and Aetna Investment Services, LLC. Jason holds Series 6, 7, 63, and 66 licenses and is well-versed in a variety of financial products and services. Jason is committed to helping clients achieve their financial goals by providing comprehensive financial planning and investment management services.
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.
A percentage of the total value of assets under management is charged.
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2
LA
09/26/2024 - Present
Osaic Wealth, Inc. (Mandeville LA)
LA
07/11/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (Mandeville LA)
LA
01/02/2015 - 07/11/2018
CAPITAL ONE INVESTING, LLC (MANDEVILLE LA)
LA
07/28/2014 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (COVINGTON LA)
LA
07/03/2013 - 07/18/2014
CETERA INVESTMENT SERVICES LLC (GRETNA LA)
AL
10/07/2011 - 11/06/2012
NBC SECURITIES, INC. (BIRMINGHAM AL)
LA
05/09/2002 - 07/05/2005
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
CT
08/30/2000 - 04/11/2002
AETNA INVESTMENT SERVICES, LLC (WINDSOR CT)
BOTH
Issued 05/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2011
Series 7 - General Securities Representative Examination
BC
Issued 08/29/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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