Unclaimed
Jason Randlett is an investment advisor representative at Advisory Services Network, LLC. Jason has over 13 years of experience in the financial services industry. Jason holds Series 7, 31, and 66 licenses and is also a Certified Financial Planner. Jason specializes in providing financial planning, portfolio management, and selection of other advisors. Jason is also the owner/president of Randlett Financial, a non-investment related business that provides turnkey office and marketing solutions for financial advisors.
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.
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.
1
2
GA
01/10/2023 - Present
Advisory Services Network (ATLANTA GA)
IN
12/01/2009 - 04/05/2017
CHARLES SCHWAB & CO., INC. (INDIANAPOLIS IN)
IN
01/01/2008 - 11/16/2009
WELLS FARGO ADVISORS, LLC (INDIANAPOLIS IN)
IN
02/21/2007 - 01/03/2008
A. G. EDWARDS & SONS, INC. (INDIANAPOLIS IN)
BOTH
Issued 03/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 03/12/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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