Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason McDowell is a financial advisor with over 25 years of experience in the industry. Jason holds Series 3, 7, and 66 licenses, and is registered with the Securities Industry Essentials (SIE) exam. Jason has held positions at both Edward Jones and Wells Fargo Advisors. Jason currently works with Benjamin F. Edwards & Company, Inc. with a focus on providing financial planning, portfolio management for individuals and businesses, and pension consulting. Jason's clientele includes high net worth individuals, corporations, and pension and profit-sharing plans.
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
MO
09/18/2024 - Present
Benjamin F. Edwards & Company, Inc. (ST. LOUIS MO)
AL
05/05/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BIRMINGHAM AL)
AL
11/05/1998 - 05/09/2006
EDWARD JONES (VESTAVIA HILLS AL)
BOTH
Issued 06/03/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2010
Series 3 - National Commodity Futures Examination
BC
Issued 11/04/1998
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe 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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