Verified
Jason Boyce Piper is a financial advisor with over 20 years of experience in the financial services industry. Jason is a CERTIFIED FINANCIAL PLANNER™ professional and CHARTERED FINANCIAL CONSULTANT™ and holds the Series 6, 7, 63, and 66 licenses, and the SIE. Jason's previous experience includes working with Cetera Advisors LLC, IFG Network Securities, Inc., and MONY Securities Corporation. Currently, Jason is registered as a Registered Representative with LPL Financial LLC in Georgia and Texas. Jason has a strong commitment to helping clients achieve their financial goals and provides a variety of financial services including financial planning, portfolio management, and retirement planning.
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
GA
10/10/2022 - Present
LPL Financial LLC (WATKINSVILLE GA)
WA
01/01/2004 - 12/14/2021
CETERA ADVISORS LLC (CAMANO ISLAND WA)
GA
02/25/2000 - 01/02/2004
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
NY
03/26/1998 - 08/20/1999
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 02/25/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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