Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Carlton Lesnik is an investment advisor representative who has been in the industry since 1994. Jason is currently registered with Cambridge Investment Research Advisors, Inc. and has been with the firm since 2016. Jason has experience in both the brokerage and investment advisory fields and holds licenses in multiple states, including Virginia and Texas. Jason is also a member of several professional organizations, including the National Association of Insurance and Financial Advisors.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
VA
04/01/2016 - Present
Cambridge Investment Research Advisors, Inc. (Manassas VA)
VA
05/11/2004 - 04/01/2016
WALL STREET FINANCIAL GROUP, INC. (Manassas VA)
FL
07/20/2001 - 05/14/2004
EMPIRE FINANCIAL GROUP, INC. (LONGWOOD FL)
GA
09/19/2000 - 07/20/2001
CENTENNIAL CAPITAL MANAGEMENT, INC. (ATLANTA GA)
CO
02/28/2000 - 09/15/2000
AMERICAN FRONTEER FINANCIAL CORPORATION (DENVER CO)
NC
01/01/1998 - 02/25/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
NC
04/23/1996 - 01/01/1998
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
NY
04/13/1993 - 08/08/1994
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
04/13/1993 - 08/08/1994
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 07/19/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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