Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Duffaut is a financial advisor who has been in the industry since 2001. Jason is currently registered with Kestra Advisory Services, LLC and has a CFP designation. Jason has a diverse background with previous employment at LPL Financial LLC, USAA Financial Advisors, Inc., NFP Securities, Inc., AXA Advisors, LLC, First Allied Securities, Inc., Asset Planning Solutions, Inc., and Cal Fed Investments. Jason has a strong track record of providing financial advice to clients with a focus on retirement planning, portfolio management, and insurance.
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.
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
TX
01/04/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
TX
09/15/2016 - 06/01/2020
LPL FINANCIAL LLC (SAN ANTONIO TX)
TX
10/05/2010 - 09/22/2016
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
08/15/2006 - 09/07/2010
NFP SECURITIES, INC. (AUSTIN TX)
LA
10/07/2003 - 08/22/2006
AXA ADVISORS, LLC (NEW ORLEANS LA)
CA
01/02/2002 - 03/04/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
11/02/2000 - 12/31/2001
ASSET PLANNING SOLUTIONS, INC. (SAN DIEGO CA)
CA
08/12/1999 - 11/06/2000
CAL FED INVESTMENTS (SACRAMENTO CA)
BC
Issued 03/04/2023
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/01/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/26/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2001
Series 7 - General Securities Representative Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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