Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Jungberg is a financial advisor with over 20 years of experience in the industry. Jason is currently registered with Stifel, Nicolaus & Company, Inc. in Georgia and Texas, and has previously worked with Wells Fargo Clearing Services, LLC and A.G. Edwards & Sons, Inc. Jason has a broad range of experience and expertise in the financial services industry, and is dedicated to providing personalized financial planning and investment management services to individuals and families. Jason has successfully passed the Series 7, Series 63, and Series 66 exams, and has held registrations in multiple states throughout his career.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
GA
10/03/2019 - Present
Stifel, Nicolaus & Company, Inc. (MACON GA)
GA
01/01/2008 - 10/07/2019
WELLS FARGO CLEARING SERVICES, LLC (MACON GA)
GA
05/17/2001 - 01/03/2008
A. G. EDWARDS & SONS, INC. (MACON GA)
BOTH
Issued 01/09/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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