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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 Brown is a financial advisor with RBC Capital Markets, LLC and has been in the financial services industry since 2006. Jason Brown has a broad range of experience in the financial services industry, including investment banking, wealth management, and retirement planning. Jason Brown is a highly respected advisor with a proven track record of success. Jason Brown is committed to providing his clients with personalized financial advice and guidance. Jason Brown helps his clients achieve their financial goals by developing customized financial plans, investment strategies, and retirement planning solutions.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
IN
01/09/2023 - Present
RBC Capital Markets, LLC (INDIANAPOLIS IN)
IN
09/13/2022 - 11/04/2022
UBS FINANCIAL SERVICES INC. (INDIANAPOLIS IN)
IN
12/18/2007 - 04/22/2010
PRIMEVEST FINANCIAL SERVICES, INC. (FORT WAYNE IN)
IN
07/05/2007 - 12/10/2007
NRP FINANCIAL, INC. (FORT WAYNE IN)
IN
02/09/2006 - 07/09/2007
SII INVESTMENTS, INC. (FORT WAYNE IN)
BOTH
Issued 01/04/2023
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/20/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 06/27/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/08/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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