Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jason? Claim Your ProfileJason Simental is a financial advisor with Pacific Select Distributors, LLC. Jason has been in the financial industry since 2007 and has a wide range of experience in investments. Jason holds a Series 7, Series 6, Series 24 and Series 63 licenses. He is also a registered investment advisor in California. Jason is dedicated to helping clients achieve their financial goals.
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.
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.
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CA
01/09/2019 - Present
Pacific Select Distributors, LLC (NEWPORT BEACH CA)
OR
04/14/2017 - 01/02/2019
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
CA
12/17/2015 - 02/07/2017
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (IRVINE CA)
CA
07/08/2008 - 12/17/2015
M HOLDINGS SECURITIES, INC. (IRVINE CA)
AZ
11/15/2006 - 05/02/2008
AIG FINANCIAL ADVISORS, INC. (SCOTTSDALE AZ)
IA
Issued 11/26/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/03/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/2023
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/14/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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