Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Beveridge is a registered investment advisor representative with The Huntington Investment Co. Jason has over 10 years of experience in the financial industry. Jason is currently licensed to provide investment advice in West Virginia. Jason has passed several industry exams, including the Series 63, Series 65, Series 7 and Series 6 exams. Jason has previously been registered with J.P. Morgan Securities LLC, WesBanco Securities, Inc. and The Huntington Investment Company. Jason holds a rental property in Florida.
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.
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.
A percentage of the total value of assets under management is charged.
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WV
07/08/2022 - Present
THE Huntington Investment Co. (WESTON WV)
WV
08/20/2021 - 06/02/2022
J.P. MORGAN SECURITIES LLC (BRIDGEPORT WV)
WV
02/22/2017 - 08/10/2021
THE HUNTINGTON INVESTMENT COMPANY (MORGANTOWN WV)
WV
11/10/2016 - 02/15/2017
WESBANCO SECURITIES, INC. (Fairmont WV)
WV
11/07/2013 - 07/19/2016
THE HUNTINGTON INVESTMENT COMPANY (SHINNSTON WV)
IA
Issued 09/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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