Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Donald Comes is a wealth advisor who has been in the financial services industry for over 20 years. Jason is currently registered with CWM, LLC and has been with them since 2011. Prior to that, Jason was with LPL Financial from 1999 to 2017 and Cetera Advisor Networks LLC from 2017 to 2019. Jason is licensed to provide financial services in Nebraska and Texas. Jason has Series 6, 7 and 63 securities licenses and holds a SIE designation. Jason provides financial planning, estate planning, investment management and additional advisory services to clients of CWM, LLC. Jason has experience working with a variety of clients, including individuals, businesses, corporations, pension and profit sharing plans, and high net worth individuals.
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.
Personalized portfolio management to meet individual financial objectives.
Sub-advisory services for other investment advisory firms
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.
Solicitor fees from other investment advisors
1
2
NE
02/10/2012 - Present
CWM, LLC (OMAHA NE)
NE
01/25/2017 - 08/06/2019
CETERA ADVISOR NETWORKS LLC (OMAHA NE)
NE
07/16/1999 - 01/19/2017
LPL FINANCIAL LLC (OMAHA NE)
NE
02/02/1995 - 07/15/1999
SECURITIES AMERICA, INC. (LAVISTA NE)
SC
03/16/1992 - 01/27/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
BC
Issued 03/12/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/1993
Series 7 - General Securities Representative Examination
BC
Issued 03/12/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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