Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Douglas Kirk is a financial advisor registered with Valic Financial Advisors, Inc. Jason has been in the financial industry since 2002. Jason is a Certified Financial Planner® and holds FINRA Series 7, 24, 55, 63, and 65 licenses. Jason is also registered as an investment advisor in 41 states. Jason works with individual investors and businesses, and offers services such as financial planning, portfolio management, and selection of other advisors.
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.
Recommend wrap accounts to clients
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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IL
08/22/2024 - Present
Valic Financial Advisors, Inc. (CHICAGO IL)
MI
03/16/2009 - 06/12/2024
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ANN ARBOR MI)
AZ
04/19/2006 - 04/24/2007
ECHOTRADE LLC (PHOENIX AZ)
IL
03/23/2005 - 12/06/2005
ROSENTHAL COLLINS EQUITIES, L.L.C. (CHICAGO IL)
TX
07/23/2001 - 10/20/2004
MAY FINANCIAL CORPORATION (DALLAS TX)
MI
04/13/1999 - 07/20/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 11/07/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/12/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 04/06/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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