Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Ashley Doise is a financial advisor with over 18 years of experience in the financial services industry. Jason is registered with the state of Louisiana and Texas. Jason is associated with Level Four Advisory Services, a Registered Investment Advisor, and specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Jason works with a variety of clients including individuals, businesses, charities, pension and profit sharing plans, and trusts. Jason's previous experience includes roles at LPL Financial LLC, ONEAMERICA SECURITIES, INC., J.W. COLE FINANCIAL, INC., QUEST CAPITAL STRATEGIES, INC., and MUTUAL OF OMAHA INVESTOR SERVICES, INC.
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.
Solicitor fees - portion of assets managed by other advisors
1
2
LA
06/15/2017 - Present
Level Four Advisory Services (BATON ROUGE LA)
LA
06/12/2017 - 03/08/2021
LPL FINANCIAL LLC (BATON ROUGE LA)
LA
10/05/2009 - 06/09/2017
ONEAMERICA SECURITIES, INC. (Baton Rouge LA)
LA
09/27/2007 - 08/18/2009
J.W. COLE FINANCIAL, INC. (BATON ROUGE LA)
CA
03/01/2005 - 10/08/2007
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
NE
01/02/2003 - 12/31/2004
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
IA
Issued 06/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/11/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2009
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/24/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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