Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Christopher Allen is a financial advisor based in Santa Monica, California. Jason Allen is registered with DFA Securities LLC, a broker-dealer firm. Jason Allen has been active in the industry since September 13, 2021. Jason Allen holds the Series 63, Series 7TO and SIE licenses. Jason Allen is registered in California, Georgia, North Carolina, and Texas.
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.
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.
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CA
09/14/2021 - Present
DFA Securities LLC (SANTA MONICA CA)
BC
Issued 10/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/03/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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