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 Flint is a financial advisor with Avantax Advisory Services in San Antonio, Texas. Jason has been in the financial services industry for 13 years. Jason is registered with the state of Texas and holds the Series 63, Series 7TO, and SIE licenses. Jason is a Certified Financial Planner. He provides financial planning, portfolio management for individuals and businesses, and pension consulting services. Jason is a licensed insurance agent and also provides insurance sales services through Avantax Insurance Agency and/or Avantax Insurance Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
04/30/2021 - Present
Avantax Advisory Services (San Antonio TX)
BC
Issued 07/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/19/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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