Unclaimed
Jason Ariston is an investment advisor representative with Benjamin F. Edwards & Company, Inc., located in St. Louis, Missouri. Jason has been in the financial services industry since 2008. Prior to joining Benjamin F. Edwards & Company, Inc., Jason was an advisor with Wells Fargo Advisors and Raymond James & Associates, Inc.. Jason is licensed in Missouri and holds the Series 63, Series 7, and Series 65 licenses as well as the SIE exam. Jason has a broad range of experience in providing investment advice, financial planning, and portfolio management services to individual and corporate clients.
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
MO
09/01/2020 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
MO
11/20/2018 - 09/02/2020
RAYMOND JAMES & ASSOCIATES, INC. (ST LOUIS MO)
MO
03/29/2016 - 11/14/2018
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
IA
Issued 08/20/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/29/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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