Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Alexander is a financial advisor with over 25 years of experience in the industry. Jason is currently registered with LPL Financial LLC and has held previous positions with RAYMOND JAMES FINANCIAL SERVICES, INC., WACHOVIA SECURITIES, LLC, RIGGS INVESTMENT CORP., BT ALEX. BROWN INCORPORATED, MONUMENT DISTRIBUTORS, INC., FIRST UNION BROKERAGE SERVICES, INC. and TWENTIETH CENTURY SECURITIES, INC.. Jason is licensed to offer investment advice and services in Virginia, Texas, Maryland, North Carolina, Georgia, Idaho, Missouri, South Carolina, and the District of Columbia. Jason specializes in financial planning, portfolio management, and educational seminars.
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.
Consulting and other non-discretionary advisory 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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VA
06/13/2013 - Present
LPL Financial LLC (VIENNA VA)
VA
08/24/2004 - 02/20/2008
RAYMOND JAMES FINANCIAL SERVICES, INC. (ANNANDALE VA)
MO
03/01/2002 - 08/13/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
DC
05/03/1999 - 02/22/2002
RIGGS INVESTMENT CORP. (WASHINGTON DC)
MD
08/27/1998 - 05/11/1999
BT ALEX. BROWN INCORPORATED (BALTIMORE MD)
MD
01/16/1998 - 03/09/1998
MONUMENT DISTRIBUTORS, INC. (KENSINGTON MD)
NC
03/13/1997 - 01/05/1998
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
MO
11/23/1993 - 07/16/1996
TWENTIETH CENTURY SECURITIES, INC. (KANSAS CITY MO)
BOTH
Issued 05/25/2013
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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