Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Kahle is an Investment Advisor Representative with Transamerica Retirement Advisors, LLC. Jason has been in the industry since 2008, and has held previous positions with several firms including Victory Capital Services, Inc., The Champion Group, Inc., NYLIFE Securities LLC, TD Ameritrade, Inc., and Grand Financial, Inc. Jason is registered to offer investment advice in 53 states. Jason has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
TX
02/25/2022 - Present
Transamerica Retirement Advisors, LLC (Forth Worth TX)
TX
02/01/2021 - 11/17/2021
VICTORY CAPITAL SERVICES, INC. (San Antonio TX)
TX
06/19/2019 - 12/08/2020
THE CHAMPION GROUP, INC. (SHAVANO PARK TX)
TX
02/23/2018 - 01/02/2019
THE CHAMPION GROUP, INC. (SHAVANO PARK TX)
TX
11/10/2015 - 08/24/2017
NYLIFE SECURITIES LLC (SAN ANTONIO TX)
TX
08/02/2011 - 03/11/2013
TD AMERITRADE, INC. (FORT WORTH TX)
TX
04/23/2008 - 07/28/2011
GRAND FINANCIAL, INC. (ADDISON TX)
TX
01/15/2007 - 03/22/2007
TD AMERITRADE, INC. (FORT WORTH TX)
BOTH
Issued 08/01/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/24/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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