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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Zamora is a financial advisor with LPL Financial LLC in BOERNE, TX. Jason has been in the financial services industry since 2000 and has experience working with a variety of clients, including individuals, businesses, and retirement plans. Jason is registered with the state of Texas as an Investment Adviser Representative (IAR) and has passed the Series 6, Series 63, and Series 65 exams. Jason is also registered with FINRA and is a member of the LPL Financial LLC team.
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
TX
04/05/2019 - Present
LPL Financial LLC (BOERNE TX)
TX
07/15/2013 - 09/02/2015
NEXT FINANCIAL GROUP, INC. (BOERNE TX)
TX
10/22/2007 - 07/23/2013
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
02/24/2006 - 10/26/2007
PARK AVENUE SECURITIES LLC (SAN ANTONIO TX)
NY
01/19/2000 - 02/23/2006
NYLIFE SECURITIES INC. (NEW YORK NY)
IA
Issued 04/04/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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