Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Chandler Ullom is a financial advisor in Coventry, Rhode Island. Jason has been in the industry for over 30 years. He is currently registered with Osaic Wealth, Inc. and has previously been registered with Woodbury Financial Services, Inc., Questar Capital Corporation, Investors Capital Corp., Raymond James Financial Services, Inc. and Robert Thomas Securities, Inc. Jason offers financial planning, pension consulting, educational seminars, portfolio management for individuals, and portfolio management for businesses. Jason also provides selection of other advisors and has been involved in the investment advisory industry since 1992.
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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RI
01/19/2024 - Present
Osaic Wealth, Inc. (COVENTRY RI)
RI
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (COVENTRY RI)
RI
07/12/2007 - 03/01/2019
QUESTAR CAPITAL CORPORATION (COVENTRY RI)
RI
12/16/2002 - 06/28/2007
INVESTORS CAPITAL CORP. (PROVIDENCE RI)
FL
01/04/1999 - 12/16/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
11/03/1992 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
IA
Issued 02/10/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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