Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Carmack is an investment advisor representative with World Investment Advisors, LLC. Jason has been in the financial services industry since 1996 and has a diverse background in financial planning, investment management, and retirement planning. Jason specializes in helping individuals, families, and businesses achieve their financial goals. He is also experienced in working with pension and profit-sharing plans, as well as charitable organizations.
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.
1
2
TX
07/02/2021 - Present
World Investment Advisors, LLC (Katy TX)
TX
04/16/2012 - 07/01/2021
KESTRA INVESTMENT SERVICES, LLC (HOUSTON TX)
PA
06/09/2008 - 02/22/2012
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
IN
05/16/1998 - 05/28/2008
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
IN
06/04/1996 - 12/17/2001
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IA
Issued 04/20/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/24/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Jason Carmack is the right advisor for you? Invested Better is here to help.
