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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 Covington is a financial advisor with Cetera Investment Advisers LLC in Phoenix, Arizona. Jason Covington has been working in the financial services industry since March 2001 and has been registered with Cetera Investment Advisers LLC since November 2023. Jason Covington is a Certified Financial Planner. Jason Covington offers a variety of financial services, including financial planning, portfolio management, and pension consulting. Jason Covington has experience working with high-net-worth individuals, corporations, and pension and profit-sharing plans.
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.
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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AZ
06/11/2024 - Present
Cetera Investment Advisers LLC (PHOENIX AZ)
AZ
03/07/2001 - 11/10/2023
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BOTH
Issued 02/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/10/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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