Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Brenneman is a financial advisor with Edward Jones in Indianapolis, Indiana. Jason has been in the financial industry since 2011 and is registered with both FINRA and the state of Indiana. Jason earned the Series 7, Series 6, Series 63, and Series 65 licenses. Jason provides financial planning, portfolio management, and selection of other advisers services.
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.
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.
See schedule d - miscellaneous
1
2
IN
08/03/2023 - Present
Edward Jones (INDIANAPOLIS IN)
IN
02/15/2019 - 07/13/2023
AMERICAN FUNDS DISTRIBUTORS, INC. (CARMEL IN)
IN
10/01/2012 - 06/12/2015
J.P. MORGAN SECURITIES LLC (CARMEL IN)
WI
11/05/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (WAUKESHA WI)
IA
Issued 10/16/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/23/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/15/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/12/2015
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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