Unclaimed
Jason Dray is an investment advisor representative with Empower Advisory Group, LLC. Jason has over 10 years of experience in the financial services industry, including previous roles at Symetra Securities, Inc., Symetra Investment Services, Inc., PrimeVest Financial Services, Inc., and Edward Jones. Jason holds Series 63, 65, and 7 securities licenses and is also a SIE exam holder. Jason specializes in providing financial planning services, portfolio management for individuals, and educational seminars.
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.
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.
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2
CO
03/07/2024 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
WA
05/10/2012 - 11/18/2015
SYMETRA SECURITIES, INC. (BELLEVUE WA)
WA
06/15/2012 - 12/03/2012
SYMETRA INVESTMENT SERVICES, INC. (BELLEVUE WA)
WA
06/05/2007 - 03/30/2012
PRIMEVEST FINANCIAL SERVICES, INC. (TACOMA WA)
WA
03/15/2006 - 10/30/2006
EDWARD JONES (REDMOND WA)
IA
Issued 01/14/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/18/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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