Unclaimed
Jason Bures is a financial advisor with Fidelity Personal And Workplace Advisors. Jason has been in the financial services industry since March 25, 2005 and holds Series 6, 7, 63 and 65 licenses. Jason is registered to provide investment advice in Tennessee and Texas and is also licensed to provide securities services in 17 states across the US. Jason has previously worked with Ameritas Investment Corp., Intersecurities, Inc., Sammons Financial Network, LLC and Proequities, Inc.
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.
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.
1
2
TN
03/04/2022 - Present
Fidelity Personal AND Workplace Advisors (FRANKLIN TN)
AL
01/14/2019 - 03/20/2020
PROEQUITIES, INC. (BIRMINGHAM AL)
IA
11/10/2014 - 05/31/2017
SAMMONS FINANCIAL NETWORK, LLC (WEST DES MOINES IA)
SD
04/11/2005 - 06/06/2011
AMERITAS INVESTMENT CORP. (SIOUX FALLS SD)
FL
06/26/2000 - 04/13/2005
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
Issued 08/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/13/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/10/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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