Unclaimed
Jason Conrad Crockett has been a registered representative for over 20 years. Jason has worked for Hantz Financial Services, Inc. since February 2003. Jason is currently registered to provide investment advice and brokerage services in 27 states and is also a Registered Investment Advisor (RIA) in 11 states. Jason is an active participant in the financial services industry with numerous exams and certifications, and holds a Series 7, 6, 24, 63, and 65 licenses, as well as the Securities Industry Essentials (SIE) exam. Jason is committed to providing excellent service to his clients.
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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2
MI
01/25/2016 - Present
Hantz Financial Services, Inc. (MIDLAND MI)
IA
Issued 04/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/10/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/17/2004
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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