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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 Dennis Harken is a financial advisor with Truist Advisory Services, Inc. based in Colegeville, PA. Jason has been in the financial services industry for over 23 years. Jason is a Certified Financial Planner and holds Series 6, 7, 24, 63 and 66 licenses. Jason has a strong background in financial planning and portfolio management and is committed to providing his clients with personalized investment advice. Jason has previously worked at Citizens Securities, Inc., PNC Investments, Vanguard Marketing Corporation, and New England Securities.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
PA
12/01/2023 - Present
Truist Advisory Services, Inc. (COLEGEVILLE PA)
PA
10/10/2008 - 05/19/2023
CITIZENS SECURITIES, INC. (LIMERICK PA)
PA
12/01/2006 - 10/06/2008
PNC INVESTMENTS (FRAZER PA)
PA
07/12/2000 - 10/19/2006
VANGUARD MARKETING CORPORATION (MALVERN PA)
NY
09/03/1999 - 08/10/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 12/20/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/06/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/14/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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