Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason O'Brien is a financial advisor registered with Edward Jones. Jason has been in the industry since 2015 and holds several licenses and certifications, including Series 7, 6, 63, and 65. Jason is also a Certified Financial Planner. Jason has worked with both Midwestern Securities Trading Company, LLC and PRUCO SECURITIES, LLC in the past. Jason is currently registered in 29 states and has experience serving clients in industries including insurance companies, investment companies, banking or thrift institutions, charitable organizations, corporations, and individuals.
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
IL
05/11/2021 - Present
Edward Jones (GALESBURG IL)
IL
08/14/2017 - 06/13/2019
MIDWESTERN SECURITIES TRADING COMPANY, LLC (SPRINGFIELD IL)
IL
06/30/2015 - 07/27/2017
PRUCO SECURITIES, LLC. (SPRINGFIELD IL)
IA
Issued 03/08/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/23/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2017
Series 7 - General Securities Representative Examination
BC
Issued 06/30/2015
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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