Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Cowans is a financial advisor with Edelman Financial Engines in Chandler, Arizona. Jason has over 20 years of experience in the financial services industry. Jason holds the Series 7, Series 63, and Series 65 securities licenses. Jason is a Certified Financial Planner (CFP®) and a Chartered Financial Consultant (ChFC®). Jason works with individuals, families, and businesses to help them achieve their financial goals.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
1
2
AZ
10/12/2018 - Present
Edelman Financial Engines (CHANDLER AZ)
AZ
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (TEMPE AZ)
AZ
08/19/2011 - 04/22/2016
SANDERS MORRIS HARRIS LLC (TEMPE AZ)
AZ
02/11/2011 - 08/03/2011
AUSDAL FINANCIAL PARTNERS, INC. (CHANDLER AZ)
AZ
11/12/2007 - 02/11/2011
QA3 FINANCIAL CORP. (CHANDLER AZ)
AZ
01/18/2005 - 11/12/2007
NEW ENGLAND SECURITIES (PHOENIX AZ)
CT
07/18/2002 - 11/05/2003
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
MI
03/22/2001 - 05/15/2002
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
AZ
01/03/2001 - 03/05/2001
CUE (PHOENIX AZ)
NY
09/19/2000 - 11/16/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
IA
Issued 07/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Jason Cowans is the right advisor for you? Invested Better is here to help.
