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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Clayton Franklin is a financial advisor with Osaic Wealth, Inc. Jason has over 27 years of experience in the financial services industry. Jason specializes in financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors. Jason holds the Series 7, 24, 31, 63, 65, and 66 licenses.
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.
A percentage of the total value of assets under management is charged.
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2
MI
09/05/2023 - Present
Osaic Wealth, Inc. (BIRMINGHAM MI)
MI
03/07/2008 - 09/12/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (BIRMINGHAM MI)
MI
09/09/1999 - 03/11/2008
LEONARD & COMPANY (TROY MI)
NY
02/21/1996 - 10/01/1999
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
BOTH
Issued 10/23/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/08/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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