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 Reynolds is a financial advisor registered with Commonwealth Financial Network. Jason has been a registered representative in the financial services industry since 1996. Jason specializes in providing financial planning, portfolio management, and retirement planning services to individuals, corporations, and charitable organizations. Jason holds Series 6, 7, 63, and 65 securities licenses. Jason's prior employers include Ameritas Investment Corp., Securities Management & Research, Inc., USALLIANZ Investor Services, LLC, and Intersecurities, Inc. Jason also holds a position as an Investment Officer at Farmers Savings Bank, in addition to their role as an independent financial advisor.
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.
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2
WI
12/14/2010 - Present
Commonwealth Financial Network (MINERAL POINT WI)
WI
05/18/2004 - 10/01/2007
AMERITAS INVESTMENT CORP. (MADISON WI)
IA
07/07/2003 - 04/01/2004
SECURITIES MANAGEMENT & RESEARCH, INC. (CEDAR RAPIDS IA)
MN
11/07/2001 - 08/12/2002
USALLIANZ INVESTOR SERVICES, LLC (MINNEAPOLIS MN)
FL
01/02/1998 - 11/02/2001
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
11/29/1996 - 01/02/1998
AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)
IA
Issued 12/09/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2007
Series 7 - General Securities Representative Examination
BC
Issued 11/27/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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