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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 Collins is an Investment Advisor Representative at Portfolio Medics, LLC, located in Bonita Springs, FL. Jason Collins is a Series 65 licensed investment advisor representative. Jason Collins has been in the industry since 2010 and has a current registration with the state of Florida, Louisiana and Texas. Jason Collins specializes in providing financial planning and portfolio management for individuals. Jason Collins also provides selection of other advisers and pension consulting. Jason Collins is also a musician and performs with the band Floyd Nation.
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.
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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FL
02/22/2023 - Present
Portfolio Medics, LLC (Bonita Springs FL)
IA
Issued 05/05/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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