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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 Myers is an investment advisor representative with over 20 years of experience in the financial industry. Jason currently works with OSAIC WEALTH, INC. and SIGNATURE EQUITY PARTNERS, LLC. In the past, Jason has also worked with several other financial institutions, including SIGNATOR INVESTORS, INC., KEY INVESTMENT SERVICES LLC, NATCITY INVESTMENTS, INC., A. G. EDWARDS & SONS, INC., TICHE CAPITAL STRATEGIES LLC and EMMETT A LARKIN COMPANY, INC. Jason is registered with the states of New Jersey, North Carolina, Ohio, Pennsylvania, and West Virginia. Jason is a Series 7 and Series 66 license holder.
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.
A percentage of the total value of assets under management is charged.
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2
OH
11/02/2018 - Present
Osaic Wealth, Inc. (COLUMBUS OH)
OH
07/22/2013 - 11/02/2018
SIGNATOR INVESTORS, INC. (COLUMBUS OH)
OH
06/09/2006 - 06/26/2013
KEY INVESTMENT SERVICES LLC (COLUMBUS OH)
OH
06/04/2003 - 06/14/2006
NATCITY INVESTMENTS, INC. (NORWALK OH)
MO
01/15/2002 - 03/18/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
PA
05/03/2001 - 01/15/2002
TICHE CAPITAL STRATEGIES LLC (PITTSBURGH PA)
CA
02/16/2001 - 04/06/2001
EMMETT A LARKIN COMPANY, INC. (SAN FRANCISCO CA)
BOTH
Issued 7/23/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/22/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/15/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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