Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason D. Grant is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Norman, Oklahoma. Jason has been working in the financial services industry since 2001 and has a wide range of experience and expertise in financial planning and investment management. He is committed to providing personalized service to individuals and families in the Oklahoma area. Jason has licenses and certifications in various financial products and services, including securities, insurance, and retirement planning.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
05/13/2021 - Present
Raymond James Financial Services Advisors, Inc. (NORMAN OK)
MO
04/17/2001 - 07/07/2003
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/23/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/19/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/14/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/23/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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