Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Clarke Connally is a financial advisor with Synovus Securities, Inc. located in Newnan, GA. Jason has been in the financial industry since 1995. Jason is a registered representative in Alabama and Georgia. Jason has been affiliated with Synovus Securities, Inc. since 2012. Prior to that, Jason was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, SunTrust Investment Services, Inc., First Union Brokerage Services, Inc., and A. G. Edwards & Sons, Inc. Jason holds the Series 63, 66, 7 and SIE licenses. Jason specializes in providing financial advice to individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Jason also provides tax-related and administrative 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.
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.
Tax related services, administrative services
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.
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2
GA
04/20/2012 - Present
Synovus Securities, Inc. (NEWNAN GA)
GA
05/07/2010 - 04/25/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS GA)
GA
05/17/2000 - 05/04/2010
SUNTRUST INVESTMENT SERVICES, INC. (COLUMBUS GA)
NC
05/17/1996 - 03/08/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
10/18/1995 - 05/21/1996
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 03/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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