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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 Conrad Huntley is a financial advisor with over 25 years of experience in the industry. He has been registered with LPL Financial LLC since August 2024. Prior to that, Jason worked at Founders Financial Securities LLC in Timonium, MD. Jason holds a series 6, 7, 63 and 65 license and has earned the Certified Financial Planner designation. Jason specializes in working with individuals and families, businesses and institutions. He offers financial planning, portfolio management, and retirement planning services. Jason works with clients in multiple states and is committed to providing personalized financial advice to meet their unique needs.
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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2
MI
08/01/2024 - Present
LPL Financial LLC (BRIGHTON MI)
MI
10/19/2006 - 07/31/2024
FOUNDERS FINANCIAL SECURITIES LLC (Brighton MI)
FL
01/16/2001 - 10/23/2006
INTERSECURITIES, INC. (ST. PETERSBURG FL)
MA
09/08/1998 - 01/19/2001
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 04/03/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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