Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Carson is a registered representative of PFS Investments Inc. Jason has been in the financial services industry since March 5, 2015, and is licensed to conduct business in Ohio. Jason is also registered as an Investment Advisor Representative with PFS Investments Inc. Jason is a Series 6, Series 63 and Series 26 licensed professional with a SIE designation. Jason can assist with individual portfolio management. Jason may also receive non-investment related compensation from Primerica Mortgage, LLC for the sale of loan products and/or Primerica Client Services, Inc. (a co-located affiliate of PFS Investments Inc.) for part-time referrals of home security and automation products, as well as other home related 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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
07/22/2015 - Present
PFS Investments Inc. (WORTHINGTON OH)
BC
Issued 07/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Carson is the right advisor for you? Invested Better is here to help.
