Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason White is a financial professional with over 16 years of experience in the industry. Jason is currently registered with Kestra Advisory Services, LLC and previously worked with USA FINANCIAL SECURITIES CORPORATION and COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. Jason holds several licenses, including the Series 6, Series 63, and Series 65. Jason is a Registered Representative, a Registered Investment Advisor, and a Registered Principal. Jason offers a range of financial services including portfolio management, financial planning, and pension consulting.
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
IN
11/27/2023 - Present
Kestra Advisory Services, LLC (Ossian IN)
IN
01/17/2018 - 11/27/2023
USA FINANCIAL SECURITIES CORPORATION (Fort Wayne IN)
IN
07/31/2013 - 01/26/2018
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC. (FORT WAYNE IN)
BC
Issued 09/20/2013
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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