Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Bryce Covington is a financial advisor who has been in the industry since 2001. Jason is registered with Cetera Investment Advisers LLC and has a branch office location in Phoenix, Arizona. Jason holds a Series 7, Series 9, Series 10, Series 63 and Series 66 license. Jason is also a Certified Financial Planner. Jason specializes in providing financial planning, pension consulting, 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.
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.
1
2
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 2/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 3/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 9/10/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/6/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Covington is the right advisor for you? Invested Better is here to help.
