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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 Dockery is an Investment Advisor Representative with Cambridge Investment Research Advisors, Inc. Jason is licensed in North Carolina and South Carolina. Jason has a Series 65 license. Jason has been in the industry since August of 2005. Jason specializes in retirement planning, college savings, and investment management. Jason also has experience in technology services.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
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NC
11/01/2023 - Present
Cambridge Investment Research Advisors, Inc. (Mooresville NC)
IA
Issued 10/09/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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