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Jason Christopher Alward

Hbks Wealth Advisors

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About Jason Christopher Alward

Jason Alward is a registered investment advisor representative for Hbks Wealth Advisors. Jason has been working in the financial services industry since 2004. Jason has passed Series 7, Series 66 and SIE exams. Jason has worked for a number of other financial firms in the past including PURSHE KAPLAN STERLING INVESTMENTS, SECURITIES AMERICA, INC., and CAP PRO BROKERAGE SERVICES, INC.. Jason is based in Erie, Pennsylvania.

Firm Information

Jason Alward is currently registered with Hbks Wealth Advisors. Hbks Wealth Advisors is a financial advisory firm located in Erie, Pennsylvania. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and publication of periodicals. Hbks Wealth Advisors manages over $6.5 billion in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm employs over 75 investment advisor representatives and has over 20,000 accounts.
Hbks Wealth Advisors

ZUCK ROAD OFFICE PARK

ERIE, PA 16506

$6.50B

Assets Under Management

300

Total Clients

78

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jason Alward’s Registration & Firm History

PA

02/23/2005 - Present

Hbks Wealth Advisors (ERIE PA)

PA

01/02/2009 - 01/05/2021

PURSHE KAPLAN STERLING INVESTMENTS (ERIE PA)

PA

09/30/2005 - 12/31/2008

SECURITIES AMERICA, INC. (ERIE PA)

OH

12/10/2004 - 10/05/2005

CAP PRO BROKERAGE SERVICES, INC. (COLUMBUS OH)

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Licenses & Designations

BOTH

Issued 02/22/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/02/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jason Christopher Alward.
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