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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Calvert is a financial advisor who has been in the industry since 2004. Jason Calvert is currently registered with Edward Jones, a firm that has over $824 billion in regulatory assets under management. Jason Calvert's specializations include providing financial planning, portfolio management for individuals and businesses, pension consulting, and the selection of other advisors. Jason Calvert is registered with the Securities and Exchange Commission and with various states.
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
KY
12/06/2018 - Present
Edward Jones (FLORENCE KY)
KY
01/01/2008 - 02/12/2009
FIDELITY BROKERAGE SERVICES LLC (COVINGTON KY)
TX
10/24/2003 - 01/01/2008
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (WESTLAKE TX)
BOTH
Issued 07/16/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/24/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/23/2003
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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