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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 Yepko is a financial advisor with Onedigital Investment Advisors. Jason has been in the financial services industry since 1999 and is registered to provide investment advice in North Carolina. Prior to joining Onedigital Investment Advisors, Jason worked for firms such as JOHN HANCOCK DISTRIBUTORS LLC, SECURIAN FINANCIAL SERVICES, INC., PAN-AMERICAN FINANCIAL ADVISERS, and ONE ORCHARD EQUITIES, INC. Jason holds Series 6, 7, 63, and 66 licenses, as well as the Securities Industry Essentials (SIE) exam. Jason has extensive experience in financial planning, portfolio management, and pension consulting.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NC
03/12/2024 - Present
Onedigital Investment Advisors (Charlotte NC)
MA
06/08/2011 - 12/05/2023
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MN
03/30/2004 - 05/24/2011
SECURIAN FINANCIAL SERVICES, INC. (ST. PAUL MN)
LA
01/16/2001 - 02/04/2004
PAN-AMERICAN FINANCIAL ADVISERS (NEW ORLEANS LA)
CO
05/17/1999 - 01/03/2001
ONE ORCHARD EQUITIES, INC. (GREENWOOD VILLAGE CO)
BOTH
Issued 03/12/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2013
Series 7 - General Securities Representative Examination
BC
Issued 05/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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