Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Widler is a financial advisor with over 20 years of experience in the industry. Jason currently holds registrations as a Registered Representative and Investment Advisor Representative for Cambridge Investment Research Advisors, Inc. in Kansas and Texas. Prior to this, Jason has held several other positions with firms such as MML Investors Services, LLC and New England Securities. Jason has extensive knowledge in several areas, including investment company products, variable contracts, general securities, and securities industry essentials. Jason is also a licensed independent insurance agent.
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
KS
06/22/2020 - Present
Cambridge Investment Research Advisors, Inc. (OVERLAND PARK KS)
KS
01/31/2011 - 01/29/2013
MML INVESTORS SERVICES, LLC (OVERLAND PARK KS)
KS
10/05/2009 - 01/10/2011
NEW ENGLAND SECURITIES (OVERLAND PARK KS)
KS
07/25/2007 - 10/06/2009
MML INVESTORS SERVICES, INC. (OVERLAND PARK KS)
KS
11/29/2005 - 06/19/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)
IN
07/17/2003 - 10/13/2005
INDIANA MERCHANT BANKING AND BROKERAGE CO., INC. (INDIANAPOLIS IN)
MA
01/01/2002 - 07/09/2003
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
CT
12/04/2001 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
IL
11/17/1999 - 01/25/2001
KEMPER DISTRIBUTORS, INC. (CHICAGO IL)
IL
11/20/1998 - 03/25/1999
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 09/25/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2003
Series 7 - General Securities Representative Examination
BC
Issued 11/16/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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