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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 Sayles is an investment advisor representative with Capital Markets IQ, LLC, a firm registered with the Securities and Exchange Commission. Jason has been in the financial industry for over 20 years. Jason has experience with a variety of clients, including high net worth individuals, corporations, and charitable organizations. Jason has a strong focus on financial planning, portfolio management, and business consulting. Jason also provides educational seminars for clients. Jason is committed to providing his clients with the highest level of service and expertise.
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.
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.
Business consulting
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.
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FL
01/10/2022 - Present
Capital Markets IQ, LLC (St. Petersburg FL)
FL
06/14/2013 - 02/05/2014
NFP SECURITIES, INC. (ST. PETERSBURG FL)
FL
12/19/2007 - 06/21/2013
CETERA FINANCIAL SPECIALISTS LLC (ST. PETERSBURG FL)
FL
09/01/2003 - 12/20/2007
FFP SECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 08/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/14/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/30/2003
Series 11 - Assistant Representative-Order Processing Qualification Exam
Active
Inactive
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