Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Arthur Shannon is a financial advisor with over 8 years of experience in the financial services industry. Jason is currently registered with LPL Financial LLC in Eugene, Oregon. Prior to joining LPL Financial LLC, Jason worked with Securities America, Inc. and KMS Financial Services, Inc. Jason holds the Series 66, Series 7, and SIE licenses. Jason specializes in providing financial planning, investment advice, and portfolio management services to individuals, families, businesses, and charitable organizations. Jason is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
1
2
OR
10/08/2024 - Present
LPL Financial LLC (EUGENE OR)
OR
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Eugene OR)
OR
04/21/2016 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Eugene OR)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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