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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 Goosen is an investment advisor representative with Mutual Advisors, LLC, registered in the state of Michigan. Jason has been in the financial services industry since 2018, and has experience with various investments, including stocks, bonds, and mutual funds. Jason also holds Series 6, 7TO and 66 licenses. Jason can provide financial planning, portfolio management for individuals and businesses, and selection of other advisors to his clients. Jason has also been a licensed Insurance Agent since 2022. In addition to working at Mutual Advisors, LLC, Jason also has experience in other fields, including Tax and Accounting, and has worked as an Uber driver since 2019.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly 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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MI
01/17/2024 - Present
Mutual Advisors, LLC (Caledonia MI)
MI
11/12/2018 - 11/08/2021
NYLIFE SECURITIES LLC (GRAND RAPIDS MI)
BOTH
Issued 03/31/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/25/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/30/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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