Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Billups is an investment advisor representative who has been in the industry since 2000. Jason holds Series 6, 7, and 66 licenses. Jason is currently registered with Ameriprise Financial Services, LLC and was previously registered with J.P. Morgan Securities LLC, Lincoln Investment, and LPL Financial LLC. Jason provides financial planning, educational seminars, asset allocation services, and portfolio management for individuals and businesses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
FL
12/13/2021 - Present
Ameriprise Financial Services, LLC (Coral Gables FL)
FL
05/04/2020 - 09/09/2021
LINCOLN INVESTMENT (Miami FL)
FL
01/19/2018 - 05/21/2020
J.P. MORGAN SECURITIES LLC (CUTLER BAY FL)
FL
01/30/2015 - 02/06/2018
LPL FINANCIAL LLC (MIAMI FL)
FL
01/30/2013 - 02/10/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CORAL GABLES FL)
FL
02/08/2012 - 01/24/2013
VALIC FINANCIAL ADVISORS, INC. (MIAMI LAKES FL)
TX
11/08/2000 - 02/07/2007
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
TX
11/08/2000 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
BOTH
Issued 06/21/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/21/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2012
Series 7 - General Securities Representative Examination
BC
Issued 11/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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